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 | $110,696 | $96,635+14.5% | $86,612+27.8% | $139,434-20.6% |
| Participation rate | 36.4% | 74.4%-38.0pp | 71.7%-35.3pp | 80.3%-44.0pp |
| Annual return | 29.91% | 106.41%-76.5pp | 591.07%-561.2pp | 372.94%-343.0pp |
| Employer contribution / active EE | $1,235 | $3,263-62.1% | $3,022-59.1% | $4,751-74.0% |
| Participant deferral / active EE | $3,606 | $4,836-25.4% | $4,438-18.7% | $6,710-46.3% |
| Admin fee / account holder | $28,951 | $6,408+351.8% | $5,614+415.7% | $11,403+153.9% |