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 | $135,055 | $104,106+29.7% | $71,086+90.0% | $135,375-0.2% |
| Participation rate | 61.9% | 65.7%-3.8pp | 54.7%+7.3pp | 82.6%-20.7pp |
| Annual return | -7.13% | 1256.30%-1263.4pp | 650.59%-657.7pp | 519.73%-526.9pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,239 | $2,527+146.9% | $1,874+232.9% | $5,609+11.2% |
| Admin fee / account holder | $5,017 | $4,142+21.1% | $3,082+62.8% | $10,827-53.7% |