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 | $34,140 | $97,757-65.1% | $83,848-59.3% | $135,375-74.8% |
| Participation rate | 0.0% | 80.0%-80.0pp | 76.1%-76.1pp | 82.6%-82.6pp |
| Annual return | -7.20% | 1287.37%-1294.6pp | 850.88%-858.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $5,958 | $4,222+41.1% | $3,631+64.1% | $4,779+24.7% |
| Participant deferral / active EE | $12,090 | $4,682+158.2% | $4,082+196.2% | $5,609+115.5% |
| Admin fee / account holder | $5,057 | $6,674-24.2% | $5,478-7.7% | $10,827-53.3% |