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 | $59,573 | $54,701+8.9% | $86,188-30.9% | $71,457-16.6% |
| Participation rate | 47.7% | 60.1%-12.4pp | 69.0%-21.3pp | 67.9%-20.3pp |
| Annual return | 55.25% | 20.06%+35.2pp | 1168.45%-1113.2pp | 28.85%+26.4pp |
| Employer contribution / active EE | $798 | $1,265-36.9% | $2,380-66.5% | $2,588-69.2% |
| Participant deferral / active EE | $2,113 | $3,108-32.0% | $3,985-47.0% | $4,289-50.7% |
| Admin fee / account holder | $7,320 | $1,922+280.9% | $6,852+6.8% | $1,587+361.2% |