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 7-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 | $72,382 | $76,738-5.7% | $56,411+28.3% | $145,922-50.4% |
| Participation rate | 40.0% | 63.2%-23.2pp | 52.5%-12.5pp | 80.3%-40.3pp |
| Annual return | 7.98% | 2994.23%-2986.2pp | 1701.33%-1693.3pp | 561.29%-553.3pp |
| Employer contribution / active EE | $2,820 | $1,380+104.3% | $1,039+171.5% | $4,660-39.5% |
| Participant deferral / active EE | $8,175 | $2,623+211.7% | $1,952+318.8% | $6,688+22.2% |
| Admin fee / account holder | $2,784 | $3,334-16.5% | $2,829-1.6% | $13,397-79.2% |