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 | $191,635 | $84,402+127.1% | $61,373+212.2% | $134,475+42.5% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -5.91% | 584.55%-590.5pp | 338.61%-344.5pp | 417.96%-423.9pp |
| Employer contribution / active EE | $1,392 | $1,544-9.9% | $1,159+20.1% | $4,740-70.6% |
| Participant deferral / active EE | $3,954 | $2,819+40.2% | $2,125+86.1% | $6,400-38.2% |
| Admin fee / account holder | $314 | $2,585-87.8% | $2,130-85.2% | $11,426-97.2% |