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 | $152,642 | $76,738+98.9% | $56,411+170.6% | $145,922+4.6% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 13.04% | 2994.23%-2981.2pp | 1701.33%-1688.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $4,740 | $1,380+243.5% | $1,039+356.3% | $4,660+1.7% |
| Participant deferral / active EE | $11,508 | $2,623+338.8% | $1,952+489.6% | $6,688+72.1% |
| Admin fee / account holder | $5,194 | $3,334+55.8% | $2,829+83.6% | $13,397-61.2% |