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 | $104,101 | $109,817-5.2% | $98,442+5.7% | $167,490-37.8% |
| Participation rate | 46.7% | 75.8%-29.2pp | 73.3%-26.7pp | 82.1%-35.4pp |
| Annual return | 33.35% | 1956.69%-1923.3pp | 1492.73%-1459.4pp | 478.56%-445.2pp |
| Employer contribution / active EE | $1,199 | $3,224-62.8% | $2,960-59.5% | $4,837-75.2% |
| Participant deferral / active EE | $3,341 | $4,673-28.5% | $4,276-21.9% | $6,341-47.3% |
| Admin fee / account holder | $28,271 | $6,753+318.7% | $5,949+375.2% | $12,309+129.7% |