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 | $113,422 | $92,703+22.4% | $82,719+37.1% | $134,475-15.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -15.28% | 944.92%-960.2pp | 701.18%-716.5pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,169 | $3,274-33.7% | $3,009-27.9% | $4,740-54.2% |
| Participant deferral / active EE | $9,109 | $4,802+89.7% | $4,395+107.2% | $6,400+42.3% |
| Admin fee / account holder | $5,708 | $5,983-4.6% | $5,329+7.1% | $11,426-50.0% |