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 | $115,677 | $190,805-39.4% | $159,960-27.7% | $134,475-14.0% |
| Participation rate | 68.8% | 81.9%-13.2pp | 78.0%-9.2pp | 81.2%-12.5pp |
| Annual return | -18.16% | 552.23%-570.4pp | 408.60%-426.8pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,160 | $4,995-56.8% | $4,226-48.9% | $4,740-54.4% |
| Participant deferral / active EE | $4,514 | $6,923-34.8% | $6,182-27.0% | $6,400-29.5% |
| Admin fee / account holder | $5,621 | $10,471-46.3% | $8,698-35.4% | $11,426-50.8% |