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 | $172,723 | $190,805-9.5% | $159,960+8.0% | $134,475+28.4% |
| Participation rate | 69.2% | 81.9%-12.7pp | 78.0%-8.7pp | 81.2%-12.0pp |
| Annual return | -14.87% | 552.23%-567.1pp | 408.60%-423.5pp | 417.96%-432.8pp |
| Employer contribution / active EE | $3,225 | $4,995-35.4% | $4,226-23.7% | $4,740-31.9% |
| Participant deferral / active EE | $9,657 | $6,923+39.5% | $6,182+56.2% | $6,400+50.9% |
| Admin fee / account holder | $46,636 | $10,471+345.4% | $8,698+436.2% | $11,426+308.2% |