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 | $109,679 | $156,846-30.1% | $121,098-9.4% | $139,434-21.3% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.5%-2.8pp | 80.3%-13.7pp |
| Annual return | 14.37% | 1474.56%-1460.2pp | 985.75%-971.4pp | 372.94%-358.6pp |
| Employer contribution / active EE | $3,202 | $5,536-42.2% | $4,164-23.1% | $4,751-32.6% |
| Participant deferral / active EE | $8,870 | $4,844+83.1% | $4,080+117.4% | $6,710+32.2% |
| Admin fee / account holder | $3,272 | $6,946-52.9% | $5,644-42.0% | $11,403-71.3% |