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 | $136,494 | $102,317+33.4% | $146,958-7.1% | $80,856+68.8% |
| Participation rate | 69.0% | 75.8%-6.9pp | 82.2%-13.2pp | 67.6%+1.3pp |
| Annual return | 13.10% | 134.76%-121.7pp | 418.34%-405.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $5,016 | $3,713+35.1% | $4,933+1.7% | $2,755+82.1% |
| Participant deferral / active EE | $9,402 | $6,644+41.5% | $8,070+16.5% | $4,296+118.9% |
| Admin fee / account holder | $433 | $7,941-94.6% | $12,998-96.7% | $6,918-93.7% |