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 | $84,143 | $88,751-5.2% | $81,812+2.8% | $145,922-42.3% |
| Participation rate | 52.6% | 75.0%-22.4pp | 72.3%-19.7pp | 80.3%-27.6pp |
| Annual return | 9.86% | 1025.40%-1015.5pp | 773.79%-763.9pp | 561.29%-551.4pp |
| Employer contribution / active EE | $605 | $3,083-80.4% | $2,912-79.2% | $4,660-87.0% |
| Participant deferral / active EE | $3,335 | $4,643-28.2% | $4,319-22.8% | $6,688-50.1% |
| Admin fee / account holder | $5,162 | $8,415-38.7% | $7,386-30.1% | $13,397-61.5% |