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 | $153,225 | $30,400+404.0% | $53,898+184.3% | $84,808+80.7% |
| Participation rate | 4.0% | 46.4%-42.4pp | 55.0%-51.0pp | 68.3%-64.3pp |
| Annual return | 17.73% | 500.19%-482.5pp | 528.60%-510.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $131 | $603-78.2% | $932-85.9% | $2,631-95.0% |
| Participant deferral / active EE | $963 | $1,199-19.7% | $1,826-47.3% | $4,212-77.1% |
| Admin fee / account holder | $6,446 | $1,993+223.4% | $2,491+158.8% | $7,344-12.2% |