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 | $148,089 | $180,449-17.9% | $154,107-3.9% | $135,375+9.4% |
| Participation rate | 61.5% | 87.4%-25.9pp | 83.0%-21.5pp | 82.6%-21.1pp |
| Annual return | -6.62% | 888.09%-894.7pp | 735.12%-741.7pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,919 | $6,035-68.2% | $5,298-63.8% | $4,779-59.8% |
| Participant deferral / active EE | $2,930 | $5,806-49.5% | $5,081-42.3% | $5,609-47.8% |
| Admin fee / account holder | $9,099 | $16,143-43.6% | $13,411-32.2% | $10,827-16.0% |