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 3-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 | $44,926 | $102,317-56.1% | $146,958-69.4% | $80,856-44.4% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.2%-42.2pp | 67.6%-27.6pp |
| Annual return | 2111.72% | 134.76%+1977.0pp | 418.34%+1693.4pp | 35.59%+2076.1pp |
| Employer contribution / active EE | $1,788 | $3,713-51.9% | $4,933-63.8% | $2,755-35.1% |
| Participant deferral / active EE | $3,825 | $6,644-42.4% | $8,070-52.6% | $4,296-11.0% |
| Admin fee / account holder | $744 | $7,941-90.6% | $12,998-94.3% | $6,918-89.3% |