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 | $158,337 | $88,594+78.7% | $70,092+125.9% | $134,475+17.7% |
| Participation rate | 66.7% | 74.9%-8.3pp | 70.5%-3.8pp | 81.2%-14.6pp |
| Annual return | -9.13% | 442.67%-451.8pp | 190.73%-199.9pp | 417.96%-427.1pp |
| Employer contribution / active EE | $14,246 | $3,233+340.7% | $2,559+456.7% | $4,740+200.6% |
| Participant deferral / active EE | $8,880 | $4,772+86.1% | $3,849+130.7% | $6,400+38.8% |
| Admin fee / account holder | $654 | $10,441-93.7% | $6,267-89.6% | $11,426-94.3% |