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 | $130,702 | $95,971+36.2% | $74,550+75.3% | $135,375-3.5% |
| Participation rate | 42.1% | 75.7%-33.5pp | 69.1%-27.0pp | 82.6%-40.5pp |
| Annual return | -7.65% | 56.96%-64.6pp | 32.53%-40.2pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,451 | $2,716-46.6% | $1,961-26.0% | $4,779-69.6% |
| Participant deferral / active EE | $4,528 | $3,843+17.8% | $3,108+45.7% | $5,609-19.3% |
| Admin fee / account holder | $898 | $6,522-86.2% | $5,060-82.3% | $10,827-91.7% |