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 | $67,756 | $30,400+122.9% | $53,898+25.7% | $84,808-20.1% |
| Participation rate | 45.2% | 46.4%-1.3pp | 55.0%-9.8pp | 68.3%-23.1pp |
| Annual return | 88.82% | 500.19%-411.4pp | 528.60%-439.8pp | 40.90%+47.9pp |
| Employer contribution / active EE | $2,460 | $603+308.1% | $932+163.9% | $2,631-6.5% |
| Participant deferral / active EE | $1,143 | $1,199-4.7% | $1,826-37.4% | $4,212-72.9% |
| Admin fee / account holder | $343 | $1,993-82.8% | $2,491-86.2% | $7,344-95.3% |