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 | $167,649 | $138,065+21.4% | $123,544+35.7% | $135,375+23.8% |
| Participation rate | 38.5% | 84.7%-46.3pp | 82.3%-43.8pp | 82.6%-44.2pp |
| Annual return | -5.46% | 153.68%-159.1pp | 119.20%-124.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,786 | $5,151-65.3% | $4,628-61.4% | $4,779-62.6% |
| Participant deferral / active EE | $3,516 | $6,799-48.3% | $6,426-45.3% | $5,609-37.3% |
| Admin fee / account holder | $3,167 | $10,916-71.0% | $9,284-65.9% | $10,827-70.7% |