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 | $137,127 | $75,828+80.8% | $147,614-7.1% | $59,632+130.0% |
| Participation rate | 62.1% | 71.6%-9.5pp | 84.6%-22.6pp | 68.7%-6.6pp |
| Annual return | -1.06% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $1,727 | $3,485-50.4% | $5,564-69.0% | $2,203-21.6% |
| Participant deferral / active EE | $4,026 | $3,130+28.6% | $4,895-17.8% | $3,192+26.1% |
| Admin fee / account holder | $515 | $5,985-91.4% | $11,611-95.6% | $4,297-88.0% |