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 | $99,094 | $106,543-7.0% | $91,220+8.6% | $134,475-26.3% |
| Participation rate | 69.6% | 76.8%-7.2pp | 73.2%-3.6pp | 81.2%-11.7pp |
| Annual return | -14.42% | 160.60%-175.0pp | 114.01%-128.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $3,281 | $3,331-1.5% | $2,850+15.1% | $4,740-30.8% |
| Participant deferral / active EE | $6,406 | $4,719+35.8% | $4,234+51.3% | $6,400+0.1% |
| Admin fee / account holder | $12,954 | $6,231+107.9% | $5,420+139.0% | $11,426+13.4% |