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 | $160,575 | $106,543+50.7% | $91,220+76.0% | $134,475+19.4% |
| Participation rate | 68.8% | 76.8%-8.1pp | 73.2%-4.4pp | 81.2%-12.5pp |
| Annual return | -18.03% | 160.60%-178.6pp | 114.01%-132.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,389 | $3,331-28.3% | $2,850-16.2% | $4,740-49.6% |
| Participant deferral / active EE | $9,750 | $4,719+106.6% | $4,234+130.3% | $6,400+52.4% |
| Admin fee / account holder | $464 | $6,231-92.5% | $5,420-91.4% | $11,426-95.9% |