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 | $75,165 | $106,543-29.5% | $91,220-17.6% | $134,475-44.1% |
| Participation rate | 68.4% | 76.8%-8.4pp | 73.2%-4.8pp | 81.2%-12.8pp |
| Annual return | -15.80% | 160.60%-176.4pp | 114.01%-129.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,675 | $3,331-49.7% | $2,850-41.2% | $4,740-64.7% |
| Participant deferral / active EE | $9,148 | $4,719+93.9% | $4,234+116.1% | $6,400+42.9% |
| Admin fee / account holder | $21,877 | $6,231+251.1% | $5,420+303.7% | $11,426+91.5% |