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 | $43,622 | $53,127-17.9% | $86,590-49.6% | $70,131-37.8% |
| Participation rate | 0.0% | 65.3%-65.3pp | 73.5%-73.5pp | 69.5%-69.5pp |
| Annual return | 60.59% | 27.66%+32.9pp | 964.84%-904.2pp | 73.14%-12.5pp |
| Employer contribution / active EE | $1,874 | $2,068-9.4% | $2,839-34.0% | $2,342-20.0% |
| Participant deferral / active EE | $4,313 | $2,696+60.0% | $3,609+19.5% | $3,332+29.4% |
| Admin fee / account holder | $715 | $3,585-80.1% | $4,906-85.4% | $4,645-84.6% |