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 | $129,418 | $81,625+58.6% | $58,482+121.3% | $139,434-7.2% |
| Participation rate | 20.0% | 61.3%-41.3pp | 50.9%-30.9pp | 80.3%-60.3pp |
| Annual return | 9.69% | 7404.20%-7394.5pp | 4239.32%-4229.6pp | 372.94%-363.3pp |
| Employer contribution / active EE | $834 | $1,398-40.4% | $1,053-20.8% | $4,751-82.4% |
| Participant deferral / active EE | $2,710 | $2,557+6.0% | $1,924+40.9% | $6,710-59.6% |
| Admin fee / account holder | $313 | $3,265-90.4% | $2,516-87.6% | $11,403-97.3% |