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 | $97,959 | $27,641+254.4% | $61,373+59.6% | $68,494+43.0% |
| Participation rate | 30.0% | 39.5%-9.5pp | 52.6%-22.6pp | 67.9%-37.9pp |
| Annual return | -16.09% | -13.24%-2.9pp | 338.61%-354.7pp | -7.84%-8.2pp |
| Employer contribution / active EE | $591 | $695-15.1% | $1,159-49.0% | $2,596-77.2% |
| Participant deferral / active EE | $1,579 | $1,263+25.0% | $2,125-25.7% | $4,027-60.8% |
| Admin fee / account holder | $3,333 | $2,010+65.8% | $2,130+56.5% | $5,403-38.3% |