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 | $79,669 | $83,902-5.0% | $167,512-52.4% | $84,808-6.1% |
| Participation rate | 53.7% | 66.5%-12.8pp | 77.1%-23.4pp | 68.3%-14.7pp |
| Annual return | 35.81% | 91.55%-55.7pp | 1615.79%-1580.0pp | 40.90%-5.1pp |
| Employer contribution / active EE | $1,965 | $2,264-13.2% | $3,882-49.4% | $2,631-25.3% |
| Participant deferral / active EE | $4,905 | $4,442+10.4% | $6,405-23.4% | $4,212+16.5% |
| Admin fee / account holder | $1,416 | $7,915-82.1% | $9,769-85.5% | $7,344-80.7% |