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 9-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 | $31,841 | $60,124-47.0% | $90,404-64.8% | $79,858-60.1% |
| Participation rate | 48.8% | 65.0%-16.1pp | 72.7%-23.8pp | 69.6%-20.8pp |
| Annual return | 93.12% | 71.94%+21.2pp | 1293.02%-1199.9pp | 31.71%+61.4pp |
| Employer contribution / active EE | $850 | $2,068-58.9% | $3,262-74.0% | $2,471-65.6% |
| Participant deferral / active EE | $1,291 | $2,938-56.1% | $3,963-67.4% | $3,740-65.5% |
| Admin fee / account holder | $835 | $3,976-79.0% | $5,611-85.1% | $5,306-84.3% |