See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,688 | $54,350-39.9% | $82,719-60.5% | $68,494-52.3% |
| Participation rate | 48.0% | 63.9%-15.9pp | 72.6%-24.6pp | 67.9%-19.9pp |
| Annual return | -18.44% | -13.67%-4.8pp | 701.18%-719.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,060 | $2,218-52.2% | $3,009-64.8% | $2,596-59.2% |
| Participant deferral / active EE | $3,955 | $3,246+21.9% | $4,395-10.0% | $4,027-1.8% |
| Admin fee / account holder | $1,702 | $4,395-61.3% | $5,329-68.1% | $5,403-68.5% |