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 8-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 | $71,167 | $88,751-19.8% | $81,812-13.0% | $145,922-51.2% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.3%-8.7pp | 80.3%-16.6pp |
| Annual return | 13.34% | 1025.40%-1012.1pp | 773.79%-760.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,463 | $3,083-20.1% | $2,912-15.4% | $4,660-47.1% |
| Participant deferral / active EE | $4,860 | $4,643+4.7% | $4,319+12.5% | $6,688-27.3% |
| Admin fee / account holder | $1,120 | $8,415-86.7% | $7,386-84.8% | $13,397-91.6% |