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 | $106,983 | $70,756+51.2% | $65,493+63.3% | $142,382-24.9% |
| Participation rate | 52.6% | 77.4%-24.7pp | 73.1%-20.5pp | 80.1%-27.5pp |
| Annual return | 20.36% | 1754.89%-1734.5pp | 982.45%-962.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $495 | $2,881-82.8% | $2,574-80.8% | $4,299-88.5% |
| Participant deferral / active EE | $1,573 | $4,637-66.1% | $3,961-60.3% | $6,507-75.8% |
| Admin fee / account holder | $938 | $6,559-85.7% | $5,028-81.3% | $12,624-92.6% |