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 | $106,236 | $58,694+81.0% | $142,863-25.6% | $85,850+23.7% |
| Participation rate | 46.9% | 58.5%-11.6pp | 71.9%-25.1pp | 69.3%-22.4pp |
| Annual return | 36.55% | 27.72%+8.8pp | 5637.54%-5601.0pp | 318.53%-282.0pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,594 | $2,607-0.5% | $3,837-32.4% | $3,952-34.4% |
| Admin fee / account holder | $11,708 | $4,239+176.2% | $6,560+78.5% | $6,260+87.0% |