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 | $23,164 | $57,281-59.6% | $86,612-73.3% | $75,163-69.2% |
| Participation rate | 34.4% | 63.2%-28.8pp | 71.7%-37.3pp | 67.2%-32.8pp |
| Annual return | 76.26% | 2670.75%-2594.5pp | 591.07%-514.8pp | 160.62%-84.4pp |
| Employer contribution / active EE | $612 | $2,314-73.6% | $3,022-79.7% | $2,670-77.1% |
| Participant deferral / active EE | $1,242 | $3,318-62.6% | $4,438-72.0% | $4,125-69.9% |
| Admin fee / account holder | $8,399 | $4,112+104.3% | $5,614+49.6% | $5,651+48.6% |