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 | $121,825 | $97,757+24.6% | $83,848+45.3% | $135,375-10.0% |
| Participation rate | 65.0% | 80.0%-15.0pp | 76.1%-11.1pp | 82.6%-17.6pp |
| Annual return | -9.24% | 1287.37%-1296.6pp | 850.88%-860.1pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,543 | $4,222-63.5% | $3,631-57.5% | $4,779-67.7% |
| Participant deferral / active EE | $4,441 | $4,682-5.1% | $4,082+8.8% | $5,609-20.8% |
| Admin fee / account holder | $387 | $6,674-94.2% | $5,478-92.9% | $10,827-96.4% |