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 | $99,410 | $99,020+0.4% | $86,590+14.8% | $147,584-32.6% |
| Participation rate | 61.9% | 76.3%-14.4pp | 73.5%-11.6pp | 82.8%-20.9pp |
| Annual return | 59.12% | 1312.34%-1253.2pp | 964.84%-905.7pp | 578.55%-519.4pp |
| Employer contribution / active EE | $1,761 | $3,132-43.8% | $2,839-38.0% | $4,876-63.9% |
| Participant deferral / active EE | $2,702 | $3,972-32.0% | $3,609-25.1% | $5,439-50.3% |
| Admin fee / account holder | $4,074 | $5,710-28.7% | $4,906-17.0% | $10,885-62.6% |