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 | $106,450 | $97,757+8.9% | $83,848+27.0% | $135,375-21.4% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -5.10% | 1287.37%-1292.5pp | 850.88%-856.0pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,710 | $4,222-59.5% | $3,631-52.9% | $4,779-64.2% |
| Participant deferral / active EE | $4,364 | $4,682-6.8% | $4,082+6.9% | $5,609-22.2% |
| Admin fee / account holder | $7,922 | $6,674+18.7% | $5,478+44.6% | $10,827-26.8% |