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 | $146,402 | $106,543+37.4% | $91,220+60.5% | $134,475+8.9% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -15.31% | 160.60%-175.9pp | 114.01%-129.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,550 | $3,331-53.5% | $2,850-45.6% | $4,740-67.3% |
| Participant deferral / active EE | $3,614 | $4,719-23.4% | $4,234-14.6% | $6,400-43.5% |
| Admin fee / account holder | $1,138 | $6,231-81.7% | $5,420-79.0% | $11,426-90.0% |