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 | $66,103 | $109,817-39.8% | $98,442-32.9% | $167,490-60.5% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 14.44% | 1956.69%-1942.3pp | 1492.73%-1478.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $8,190 | $3,224+154.0% | $2,960+176.7% | $4,837+69.3% |
| Participant deferral / active EE | $11,584 | $4,673+147.9% | $4,276+170.9% | $6,341+82.7% |
| Admin fee / account holder | $17,247 | $6,753+155.4% | $5,949+189.9% | $12,309+40.1% |