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 | $171,847 | $99,640+72.5% | $86,436+98.8% | $134,475+27.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -19.36% | 6782.58%-6801.9pp | 4394.89%-4414.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,878 | $4,400-11.9% | $3,769+2.9% | $4,740-18.2% |
| Participant deferral / active EE | $8,997 | $7,246+24.2% | $6,952+29.4% | $6,400+40.6% |
| Admin fee / account holder | $382 | $8,371-95.4% | $6,731-94.3% | $11,426-96.7% |