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 | $130,782 | $99,640+31.3% | $86,436+51.3% | $134,475-2.7% |
| Participation rate | 62.5% | 82.0%-19.5pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -13.62% | 6782.58%-6796.2pp | 4394.89%-4408.5pp | 417.96%-431.6pp |
| Employer contribution / active EE | $837 | $4,400-81.0% | $3,769-77.8% | $4,740-82.3% |
| Participant deferral / active EE | $2,473 | $7,246-65.9% | $6,952-64.4% | $6,400-61.4% |
| Admin fee / account holder | $641 | $8,371-92.3% | $6,731-90.5% | $11,426-94.4% |