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 | $48,215 | $88,751-45.7% | $81,812-41.1% | $145,922-67.0% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 14.84% | 1025.40%-1010.6pp | 773.79%-758.9pp | 561.29%-546.4pp |
| Employer contribution / active EE | $3,660 | $3,083+18.7% | $2,912+25.7% | $4,660-21.5% |
| Participant deferral / active EE | $5,259 | $4,643+13.3% | $4,319+21.8% | $6,688-21.4% |
| Admin fee / account holder | $2,145 | $8,415-74.5% | $7,386-71.0% | $13,397-84.0% |