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 5-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 | $71,287 | $102,604-30.5% | $86,188-17.3% | $139,434-48.9% |
| Participation rate | 46.7% | 74.5%-27.8pp | 69.0%-22.3pp | 80.3%-33.7pp |
| Annual return | 41.37% | 1922.51%-1881.1pp | 1168.45%-1127.1pp | 372.94%-331.6pp |
| Employer contribution / active EE | $3,034 | $3,032+0.1% | $2,380+27.5% | $4,751-36.1% |
| Participant deferral / active EE | $7,399 | $4,676+58.2% | $3,985+85.6% | $6,710+10.3% |
| Admin fee / account holder | $419 | $8,657-95.2% | $6,852-93.9% | $11,403-96.3% |