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 | $51,683 | $83,902-38.4% | $167,512-69.1% | $84,808-39.1% |
| Participation rate | 64.9% | 66.5%-1.6pp | 77.1%-12.2pp | 68.3%-3.4pp |
| Annual return | 50.67% | 91.55%-40.9pp | 1615.79%-1565.1pp | 40.90%+9.8pp |
| Employer contribution / active EE | $3,734 | $2,264+65.0% | $3,882-3.8% | $2,631+41.9% |
| Participant deferral / active EE | $8,165 | $4,442+83.8% | $6,405+27.5% | $4,212+93.9% |
| Admin fee / account holder | $950 | $7,915-88.0% | $9,769-90.3% | $7,344-87.1% |