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 | $92,498 | $97,757-5.4% | $83,848+10.3% | $135,375-31.7% |
| Participation rate | 28.6% | 80.0%-51.4pp | 76.1%-47.6pp | 82.6%-54.1pp |
| Annual return | -5.69% | 1287.37%-1293.1pp | 850.88%-856.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,163 | $4,222-72.5% | $3,631-68.0% | $4,779-75.7% |
| Participant deferral / active EE | $2,829 | $4,682-39.6% | $4,082-30.7% | $5,609-49.6% |
| Admin fee / account holder | $3,554 | $6,674-46.7% | $5,478-35.1% | $10,827-67.2% |