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 9-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 | $59,523 | $76,738-22.4% | $56,411+5.5% | $145,922-59.2% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 11.14% | 2994.23%-2983.1pp | 1701.33%-1690.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $7,021 | $1,380+408.8% | $1,039+575.9% | $4,660+50.7% |
| Participant deferral / active EE | $3,218 | $2,623+22.7% | $1,952+64.9% | $6,688-51.9% |
| Admin fee / account holder | $3,896 | $3,334+16.9% | $2,829+37.7% | $13,397-70.9% |