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 10-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 | $69,509 | $88,751-21.7% | $81,812-15.0% | $145,922-52.4% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.3%-27.9pp | 80.3%-35.8pp |
| Annual return | 9.52% | 1025.40%-1015.9pp | 773.79%-764.3pp | 561.29%-551.8pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,937 | $4,643-36.7% | $4,319-32.0% | $6,688-56.1% |
| Admin fee / account holder | $430 | $8,415-94.9% | $7,386-94.2% | $13,397-96.8% |