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 | $141,034 | $74,888+88.3% | $71,209+98.1% | $142,382-0.9% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.1%-80.1pp |
| Annual return | 37.47% | 345.14%-307.7pp | 282.51%-245.0pp | 217.08%-179.6pp |
| Employer contribution / active EE | $11,953 | $2,854+318.8% | $2,721+339.3% | $4,299+178.0% |
| Participant deferral / active EE | $53,274 | $4,454+1096.0% | $4,175+1176.0% | $6,507+718.7% |
| Admin fee / account holder | $51,794 | $5,568+830.1% | $5,349+868.3% | $12,624+310.3% |