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 4-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 | $15,947 | $96,305-83.4% | $80,569-80.2% | $139,434-88.6% |
| Participation rate | 44.4% | 73.6%-29.2pp | 67.0%-22.6pp | 80.3%-35.9pp |
| Annual return | 54.54% | 1350.08%-1295.5pp | 935.43%-880.9pp | 372.94%-318.4pp |
| Employer contribution / active EE | $1,604 | $3,262-50.8% | $2,723-41.1% | $4,751-66.2% |
| Participant deferral / active EE | $2,583 | $5,232-50.6% | $4,447-41.9% | $6,710-61.5% |
| Admin fee / account holder | $2,430 | $6,599-63.2% | $5,377-54.8% | $11,403-78.7% |