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 | $40,194 | $102,317-60.7% | $146,958-72.6% | $80,856-50.3% |
| Participation rate | 58.5% | 75.8%-17.4pp | 82.2%-23.7pp | 67.6%-9.2pp |
| Annual return | 56.59% | 134.76%-78.2pp | 418.34%-361.7pp | 35.59%+21.0pp |
| Employer contribution / active EE | $2,468 | $3,713-33.5% | $4,933-50.0% | $2,755-10.4% |
| Participant deferral / active EE | $5,238 | $6,644-21.2% | $8,070-35.1% | $4,296+21.9% |
| Admin fee / account holder | $974 | $7,941-87.7% | $12,998-92.5% | $6,918-85.9% |