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 | $82,246 | $138,065-40.4% | $123,544-33.4% | $135,375-39.2% |
| Participation rate | 61.5% | 84.7%-23.2pp | 82.3%-20.8pp | 82.6%-21.1pp |
| Annual return | -6.53% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,293 | $5,151-55.5% | $4,628-50.5% | $4,779-52.0% |
| Participant deferral / active EE | $6,039 | $6,799-11.2% | $6,426-6.0% | $5,609+7.7% |
| Admin fee / account holder | $1,173 | $10,916-89.3% | $9,284-87.4% | $10,827-89.2% |