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 | $107,608 | $84,402+27.5% | $61,373+75.3% | $134,475-20.0% |
| Participation rate | 30.8% | 62.2%-31.4pp | 52.6%-21.8pp | 81.2%-50.5pp |
| Annual return | -17.09% | 584.55%-601.6pp | 338.61%-355.7pp | 417.96%-435.1pp |
| Employer contribution / active EE | $735 | $1,544-52.4% | $1,159-36.6% | $4,740-84.5% |
| Participant deferral / active EE | $5,487 | $2,819+94.7% | $2,125+158.2% | $6,400-14.3% |
| Admin fee / account holder | $1,028 | $2,585-60.2% | $2,130-51.7% | $11,426-91.0% |