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 | $110,335 | $109,817+0.5% | $98,442+12.1% | $167,490-34.1% |
| Participation rate | 42.9% | 75.8%-33.0pp | 73.3%-30.5pp | 82.1%-39.2pp |
| Annual return | 13.55% | 1956.69%-1943.1pp | 1492.73%-1479.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $857 | $3,224-73.4% | $2,960-71.0% | $4,837-82.3% |
| Participant deferral / active EE | $6,500 | $4,673+39.1% | $4,276+52.0% | $6,341+2.5% |
| Admin fee / account holder | $483 | $6,753-92.9% | $5,949-91.9% | $12,309-96.1% |