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 | $149,058 | $168,632-11.6% | $147,614+1.0% | $125,391+18.9% |
| Participation rate | 64.3% | 88.8%-24.5pp | 84.6%-20.3pp | 83.2%-18.9pp |
| Annual return | -0.91% | 77.65%-78.6pp | 61.98%-62.9pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,405 | $6,252-77.5% | $5,564-74.7% | $4,866-71.1% |
| Participant deferral / active EE | $4,971 | $5,507-9.7% | $4,895+1.5% | $5,352-7.1% |
| Admin fee / account holder | $1,238 | $13,580-90.9% | $11,611-89.3% | $9,540-87.0% |