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 | $119,428 | $96,305+24.0% | $80,569+48.2% | $139,434-14.3% |
| Participation rate | 59.1% | 73.6%-14.5pp | 67.0%-7.9pp | 80.3%-21.2pp |
| Annual return | 29.23% | 1350.08%-1320.9pp | 935.43%-906.2pp | 372.94%-343.7pp |
| Employer contribution / active EE | $1,529 | $3,262-53.1% | $2,723-43.9% | $4,751-67.8% |
| Participant deferral / active EE | $4,218 | $5,232-19.4% | $4,447-5.1% | $6,710-37.1% |
| Admin fee / account holder | $576 | $6,599-91.3% | $5,377-89.3% | $11,403-95.0% |