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 | $23,199 | $99,020-76.6% | $86,590-73.2% | $147,584-84.3% |
| Participation rate | 0.0% | 76.3%-76.3pp | 73.5%-73.5pp | 82.8%-82.8pp |
| Annual return | 21.59% | 1312.34%-1290.7pp | 964.84%-943.2pp | 578.55%-557.0pp |
| Employer contribution / active EE | $4,209 | $3,132+34.4% | $2,839+48.2% | $4,876-13.7% |
| Participant deferral / active EE | $4,407 | $3,972+11.0% | $3,609+22.1% | $5,439-19.0% |
| Admin fee / account holder | $671 | $5,710-88.3% | $4,906-86.3% | $10,885-93.8% |