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 | $167,592 | $97,757+71.4% | $83,848+99.9% | $135,375+23.8% |
| Participation rate | 36.4% | 80.0%-43.6pp | 76.1%-39.8pp | 82.6%-46.3pp |
| Annual return | -1.22% | 1287.37%-1288.6pp | 850.88%-852.1pp | 519.73%-521.0pp |
| Employer contribution / active EE | $714 | $4,222-83.1% | $3,631-80.3% | $4,779-85.1% |
| Participant deferral / active EE | $4,694 | $4,682+0.3% | $4,082+15.0% | $5,609-16.3% |
| Admin fee / account holder | $26,291 | $6,674+293.9% | $5,478+379.9% | $10,827+142.8% |