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 6-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 | $170,529 | $55,415+207.7% | $155,509+9.7% | $74,495+128.9% |
| Participation rate | 11.5% | 61.9%-50.4pp | 78.2%-66.7pp | 67.2%-55.7pp |
| Annual return | 58.64% | 268.50%-209.9pp | 64.67%-6.0pp | 1364.94%-1306.3pp |
| Employer contribution / active EE | $1,057 | $2,267-53.4% | $4,672-77.4% | $2,623-59.7% |
| Participant deferral / active EE | $2,846 | $2,836+0.3% | $5,626-49.4% | $4,346-34.5% |
| Admin fee / account holder | $12,599 | $1,738+624.8% | $15,912-20.8% | $1,942+548.8% |