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 | $114,254 | $106,543+7.2% | $91,220+25.3% | $134,475-15.0% |
| Participation rate | 61.1% | 76.8%-15.7pp | 73.2%-12.1pp | 81.2%-20.1pp |
| Annual return | -15.94% | 160.60%-176.5pp | 114.01%-130.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $626 | $3,331-81.2% | $2,850-78.0% | $4,740-86.8% |
| Participant deferral / active EE | $2,808 | $4,719-40.5% | $4,234-33.7% | $6,400-56.1% |
| Admin fee / account holder | $3,064 | $6,231-50.8% | $5,420-43.5% | $11,426-73.2% |