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 | $147,615 | $88,751+66.3% | $81,812+80.4% | $145,922+1.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 20.67% | 1025.40%-1004.7pp | 773.79%-753.1pp | 561.29%-540.6pp |
| Employer contribution / active EE | $2,902 | $3,083-5.9% | $2,912-0.4% | $4,660-37.7% |
| Participant deferral / active EE | $3,883 | $4,643-16.4% | $4,319-10.1% | $6,688-41.9% |
| Admin fee / account holder | $571 | $8,415-93.2% | $7,386-92.3% | $13,397-95.7% |