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 | $78,762 | $70,756+11.3% | $65,493+20.3% | $142,382-44.7% |
| Participation rate | 0.0% | 77.4%-77.4pp | 73.1%-73.1pp | 80.1%-80.1pp |
| Annual return | 13.03% | 1754.89%-1741.9pp | 982.45%-969.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $11,224 | $2,881+289.6% | $2,574+336.0% | $4,299+161.1% |
| Participant deferral / active EE | $3,164 | $4,637-31.8% | $3,961-20.1% | $6,507-51.4% |
| Admin fee / account holder | $6,073 | $6,559-7.4% | $5,028+20.8% | $12,624-51.9% |