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 | $128,455 | $138,065-7.0% | $123,544+4.0% | $135,375-5.1% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -2.05% | 153.68%-155.7pp | 119.20%-121.2pp | 519.73%-521.8pp |
| Employer contribution / active EE | $2,877 | $5,151-44.2% | $4,628-37.8% | $4,779-39.8% |
| Participant deferral / active EE | $6,045 | $6,799-11.1% | $6,426-5.9% | $5,609+7.8% |
| Admin fee / account holder | $3,833 | $10,916-64.9% | $9,284-58.7% | $10,827-64.6% |