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 | $96,008 | $104,486-8.1% | $76,817+25.0% | $152,861-37.2% |
| Participation rate | 58.3% | 76.6%-18.3pp | 72.1%-13.7pp | 82.4%-24.1pp |
| Annual return | 19.42% | 1013.37%-994.0pp | 1166.11%-1146.7pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,099 | $3,116-64.7% | $2,302-52.3% | $4,762-76.9% |
| Participant deferral / active EE | $1,945 | $4,236-54.1% | $3,336-41.7% | $5,850-66.7% |
| Admin fee / account holder | $8,824 | $12,275-28.1% | $6,420+37.4% | $11,596-23.9% |