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 | $108,006 | $183,519-41.1% | $155,509-30.5% | $145,922-26.0% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 348.82% | 61.17%+287.7pp | 64.67%+284.2pp | 561.29%-212.5pp |
| Employer contribution / active EE | $1,959 | $5,313-63.1% | $4,672-58.1% | $4,660-58.0% |
| Participant deferral / active EE | $3,962 | $6,462-38.7% | $5,626-29.6% | $6,688-40.8% |
| Admin fee / account holder | $774,575 | $19,313+3910.6% | $15,912+4767.9% | $13,397+5681.7% |