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 5-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 | $66,666 | $70,756-5.8% | $65,493+1.8% | $142,382-53.2% |
| Participation rate | 57.1% | 77.4%-20.2pp | 73.1%-16.0pp | 80.1%-23.0pp |
| Annual return | 18.43% | 1754.89%-1736.5pp | 982.45%-964.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,144 | $2,881-60.3% | $2,574-55.6% | $4,299-73.4% |
| Participant deferral / active EE | $5,169 | $4,637+11.5% | $3,961+30.5% | $6,507-20.6% |
| Admin fee / account holder | $520 | $6,559-92.1% | $5,028-89.7% | $12,624-95.9% |