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 | $193,041 | $202,318-4.6% | $172,739+11.8% | $152,861+26.3% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.4%-49.1pp |
| Annual return | 53.06% | 1029.65%-976.6pp | 802.84%-749.8pp | 345.32%-292.3pp |
| Employer contribution / active EE | $2,628 | $5,856-55.1% | $5,143-48.9% | $4,762-44.8% |
| Participant deferral / active EE | $5,365 | $5,948-9.8% | $5,198+3.2% | $5,850-8.3% |
| Admin fee / account holder | $2,527 | $17,109-85.2% | $13,954-81.9% | $11,596-78.2% |