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 | $152,602 | $82,630+84.7% | $64,105+138.1% | $125,391+21.7% |
| Participation rate | 40.0% | 75.9%-35.9pp | 68.2%-28.2pp | 83.2%-43.2pp |
| Annual return | -2.59% | 1489.72%-1492.3pp | 791.24%-793.8pp | 282.22%-284.8pp |
| Employer contribution / active EE | $370 | $2,671-86.1% | $1,820-79.7% | $4,866-92.4% |
| Participant deferral / active EE | $1,335 | $3,608-63.0% | $2,822-52.7% | $5,352-75.1% |
| Admin fee / account holder | $8,933 | $6,382+40.0% | $4,499+98.5% | $9,540-6.4% |