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 | $30,566 | $105,998-71.2% | $92,233-66.9% | $147,584-79.3% |
| Participation rate | 52.2% | 80.4%-28.2pp | 76.5%-24.3pp | 82.8%-30.7pp |
| Annual return | 23.08% | 50.05%-27.0pp | 176.28%-153.2pp | 578.55%-555.5pp |
| Employer contribution / active EE | $1,780 | $4,333-58.9% | $3,679-51.6% | $4,876-63.5% |
| Participant deferral / active EE | $6,128 | $4,478+36.8% | $3,897+57.3% | $5,439+12.7% |
| Admin fee / account holder | $693 | $6,332-89.1% | $5,194-86.7% | $10,885-93.6% |