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 | $127,177 | $180,449-29.5% | $154,107-17.5% | $135,375-6.1% |
| Participation rate | 43.8% | 87.4%-43.7pp | 83.0%-39.3pp | 82.6%-38.9pp |
| Annual return | -6.23% | 888.09%-894.3pp | 735.12%-741.3pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,072 | $6,035-65.7% | $5,298-60.9% | $4,779-56.6% |
| Participant deferral / active EE | $5,818 | $5,806+0.2% | $5,081+14.5% | $5,609+3.7% |
| Admin fee / account holder | $1,982 | $16,143-87.7% | $13,411-85.2% | $10,827-81.7% |