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 | $56,844 | $30,400+87.0% | $53,898+5.5% | $84,808-33.0% |
| Participation rate | 13.2% | 46.4%-33.3pp | 55.0%-41.8pp | 68.3%-55.2pp |
| Annual return | 25.06% | 500.19%-475.1pp | 528.60%-503.5pp | 40.90%-15.8pp |
| Employer contribution / active EE | $300 | $603-50.2% | $932-67.8% | $2,631-88.6% |
| Participant deferral / active EE | $1,337 | $1,199+11.6% | $1,826-26.8% | $4,212-68.3% |
| Admin fee / account holder | $571 | $1,993-71.3% | $2,491-77.1% | $7,344-92.2% |