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 | $100,063 | $97,757+2.4% | $83,848+19.3% | $135,375-26.1% |
| Participation rate | 39.1% | 80.0%-40.8pp | 76.1%-37.0pp | 82.6%-43.5pp |
| Annual return | -5.47% | 1287.37%-1292.8pp | 850.88%-856.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $963 | $4,222-77.2% | $3,631-73.5% | $4,779-79.9% |
| Participant deferral / active EE | $2,877 | $4,682-38.6% | $4,082-29.5% | $5,609-48.7% |
| Admin fee / account holder | $1,203 | $6,674-82.0% | $5,478-78.0% | $10,827-88.9% |