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 | $161,656 | $105,860+52.7% | $90,749+78.1% | $134,475+20.2% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -16.30% | -11.01%-5.3pp | -12.16%-4.1pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,681 | $3,462+6.3% | $2,921+26.0% | $4,740-22.3% |
| Participant deferral / active EE | $7,395 | $5,216+41.8% | $4,564+62.0% | $6,400+15.6% |
| Admin fee / account holder | $621 | $13,938-95.5% | $8,445-92.6% | $11,426-94.6% |