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 8-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 | $115,423 | $102,966+12.1% | $90,281+27.8% | $152,861-24.5% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 3557.64% | 95.16%+3462.5pp | 78.10%+3479.5pp | 345.32%+3212.3pp |
| Employer contribution / active EE | $2,547 | $3,139-18.9% | $2,854-10.8% | $4,762-46.5% |
| Participant deferral / active EE | $3,637 | $4,281-15.1% | $3,885-6.4% | $5,850-37.8% |
| Admin fee / account holder | $489 | $6,171-92.1% | $5,351-90.9% | $11,596-95.8% |