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 | $43,973 | $81,625-46.1% | $58,482-24.8% | $139,434-68.5% |
| Participation rate | 64.3% | 61.3%+3.0pp | 50.9%+13.4pp | 80.3%-16.0pp |
| Annual return | 16.59% | 7404.20%-7387.6pp | 4239.32%-4222.7pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,133 | $1,398-19.0% | $1,053+7.6% | $4,751-76.1% |
| Participant deferral / active EE | $1,280 | $2,557-49.9% | $1,924-33.5% | $6,710-80.9% |
| Admin fee / account holder | $394 | $3,265-87.9% | $2,516-84.4% | $11,403-96.5% |