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 | $109,166 | $102,604+6.4% | $86,188+26.7% | $139,434-21.7% |
| Participation rate | 58.8% | 74.5%-15.7pp | 69.0%-10.1pp | 80.3%-21.5pp |
| Annual return | 39.68% | 1922.51%-1882.8pp | 1168.45%-1128.8pp | 372.94%-333.3pp |
| Employer contribution / active EE | $1,519 | $3,032-49.9% | $2,380-36.2% | $4,751-68.0% |
| Participant deferral / active EE | $5,269 | $4,676+12.7% | $3,985+32.2% | $6,710-21.5% |
| Admin fee / account holder | $6,397 | $8,657-26.1% | $6,852-6.6% | $11,403-43.9% |