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 | $75,639 | $88,751-14.8% | $81,812-7.5% | $145,922-48.2% |
| Participation rate | 47.1% | 75.0%-28.0pp | 72.3%-25.3pp | 80.3%-33.2pp |
| Annual return | 20.84% | 1025.40%-1004.6pp | 773.79%-752.9pp | 561.29%-540.4pp |
| Employer contribution / active EE | $2,649 | $3,083-14.1% | $2,912-9.1% | $4,660-43.2% |
| Participant deferral / active EE | $6,052 | $4,643+30.3% | $4,319+40.1% | $6,688-9.5% |
| Admin fee / account holder | $2,605 | $8,415-69.0% | $7,386-64.7% | $13,397-80.6% |