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 | $166,989 | $97,757+70.8% | $83,848+99.2% | $135,375+23.4% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | -2.88% | 1287.37%-1290.3pp | 850.88%-853.8pp | 519.73%-522.6pp |
| Employer contribution / active EE | $1,773 | $4,222-58.0% | $3,631-51.2% | $4,779-62.9% |
| Participant deferral / active EE | $11,845 | $4,682+153.0% | $4,082+190.2% | $5,609+111.2% |
| Admin fee / account holder | $2,733 | $6,674-59.0% | $5,478-50.1% | $10,827-74.8% |