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 4-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 | $65,454 | $70,606-7.3% | $53,898+21.4% | $142,382-54.0% |
| Participation rate | 35.0% | 63.7%-28.7pp | 55.0%-20.0pp | 80.1%-45.1pp |
| Annual return | 76.47% | 619.81%-543.3pp | 528.60%-452.1pp | 217.08%-140.6pp |
| Employer contribution / active EE | $1,084 | $1,202-9.8% | $932+16.3% | $4,299-74.8% |
| Participant deferral / active EE | $3,243 | $2,364+37.2% | $1,826+77.6% | $6,507-50.2% |
| Admin fee / account holder | $2,224 | $2,852-22.0% | $2,491-10.7% | $12,624-82.4% |