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 | $130,111 | $102,604+26.8% | $86,188+51.0% | $139,434-6.7% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.0%-6.5pp | 80.3%-17.8pp |
| Annual return | 17.57% | 1922.51%-1904.9pp | 1168.45%-1150.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,506 | $3,032-50.3% | $2,380-36.7% | $4,751-68.3% |
| Participant deferral / active EE | $6,495 | $4,676+38.9% | $3,985+63.0% | $6,710-3.2% |
| Admin fee / account holder | $816 | $8,657-90.6% | $6,852-88.1% | $11,403-92.8% |