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 | $144,632 | $138,044+4.8% | $125,339+15.4% | $134,475+7.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -9.55% | 750.33%-759.9pp | 572.05%-581.6pp | 417.96%-427.5pp |
| Employer contribution / active EE | $2,856 | $5,243-45.5% | $4,814-40.7% | $4,740-39.7% |
| Participant deferral / active EE | $5,837 | $7,799-25.2% | $7,446-21.6% | $6,400-8.8% |
| Admin fee / account holder | $8,453 | $11,571-26.9% | $10,010-15.5% | $11,426-26.0% |