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 6-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 | $90,306 | $74,888+20.6% | $71,209+26.8% | $142,382-36.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 64.27% | 345.14%-280.9pp | 282.51%-218.2pp | 217.08%-152.8pp |
| Employer contribution / active EE | $2,336 | $2,854-18.2% | $2,721-14.2% | $4,299-45.7% |
| Participant deferral / active EE | $5,259 | $4,454+18.1% | $4,175+26.0% | $6,507-19.2% |
| Admin fee / account holder | $8,426 | $5,568+51.3% | $5,349+57.5% | $12,624-33.3% |