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 | $20,813 | $32,117-35.2% | $71,086-70.7% | $64,186-67.6% |
| Participation rate | 45.8% | 42.7%+3.1pp | 54.7%-8.9pp | 69.6%-23.8pp |
| Annual return | -8.23% | -5.57%-2.7pp | 650.59%-658.8pp | 7.63%-15.9pp |
| Employer contribution / active EE | $785 | $712+10.3% | $1,088-27.8% | $2,381-67.0% |
| Participant deferral / active EE | $1,743 | $1,263+38.0% | $1,874-7.0% | $3,470-49.8% |
| Admin fee / account holder | $707 | $2,759-74.4% | $3,082-77.1% | $4,888-85.5% |