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 | $248,408 | $84,402+194.3% | $61,373+304.8% | $134,475+84.7% |
| Participation rate | 25.0% | 62.2%-37.2pp | 52.6%-27.6pp | 81.2%-56.2pp |
| Annual return | -20.47% | 584.55%-605.0pp | 338.61%-359.1pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,363 | $1,544-11.8% | $1,159+17.5% | $4,740-71.3% |
| Participant deferral / active EE | $5,125 | $2,819+81.8% | $2,125+141.2% | $6,400-19.9% |
| Admin fee / account holder | $865 | $2,585-66.6% | $2,130-59.4% | $11,426-92.4% |