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 3-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 | $82,070 | $89,753-8.6% | $107,525-23.7% | $84,808-3.2% |
| Participation rate | 64.5% | 68.1%-3.5pp | 75.1%-10.6pp | 68.3%-3.8pp |
| Annual return | 818.27% | 29.48%+788.8pp | 181.32%+636.9pp | 40.90%+777.4pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,796 | $4,056-31.1% | $5,116-45.3% | $4,212-33.6% |
| Admin fee / account holder | $804 | $7,222-88.9% | $8,919-91.0% | $7,344-89.1% |