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 | $111,883 | $95,971+16.6% | $74,550+50.1% | $135,375-17.4% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -4.79% | 56.96%-61.8pp | 32.53%-37.3pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,414 | $2,716-48.0% | $1,961-27.9% | $4,779-70.4% |
| Participant deferral / active EE | $6,128 | $3,843+59.4% | $3,108+97.2% | $5,609+9.3% |
| Admin fee / account holder | $444 | $6,522-93.2% | $5,060-91.2% | $10,827-95.9% |