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 9-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 | $16,890 | $27,641-38.9% | $61,373-72.5% | $68,494-75.3% |
| Participation rate | 68.4% | 39.5%+28.9pp | 52.6%+15.9pp | 67.9%+0.5pp |
| Annual return | -15.55% | -13.24%-2.3pp | 338.61%-354.2pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,797 | $695+158.4% | $1,159+55.0% | $2,596-30.8% |
| Participant deferral / active EE | $2,985 | $1,263+136.3% | $2,125+40.5% | $4,027-25.9% |
| Admin fee / account holder | $706 | $2,010-64.9% | $2,130-66.8% | $5,403-86.9% |