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 | $136,077 | $160,055-15.0% | $140,016-2.8% | $135,375+0.5% |
| Participation rate | 68.8% | 88.5%-19.8pp | 87.5%-18.7pp | 82.6%-13.9pp |
| Annual return | -5.01% | 911.38%-916.4pp | 651.12%-656.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,703 | $6,420-57.9% | $5,606-51.8% | $4,779-43.4% |
| Participant deferral / active EE | $6,522 | $7,642-14.6% | $6,927-5.8% | $5,609+16.3% |
| Admin fee / account holder | $24,130 | $13,328+81.0% | $10,705+125.4% | $10,827+122.9% |