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 | $243,384 | $121,625+100.1% | $104,607+132.7% | $158,922+53.1% |
| Participation rate | 63.6% | 77.5%-13.9pp | 74.1%-10.4pp | 82.0%-18.3pp |
| Annual return | 255.11% | 465.26%-210.2pp | 340.46%-85.4pp | 302.83%-47.7pp |
| Employer contribution / active EE | $907 | $3,163-71.3% | $2,681-66.2% | $4,761-80.9% |
| Participant deferral / active EE | $1,266 | $4,177-69.7% | $3,740-66.1% | $5,982-78.8% |
| Admin fee / account holder | $492 | $7,787-93.7% | $6,473-92.4% | $11,246-95.6% |