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 | $79,578 | $74,888+6.3% | $71,209+11.8% | $142,382-44.1% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 689.93% | 345.14%+344.8pp | 282.51%+407.4pp | 217.08%+472.9pp |
| Employer contribution / active EE | $1,361 | $2,854-52.3% | $2,721-50.0% | $4,299-68.3% |
| Participant deferral / active EE | $4,961 | $4,454+11.4% | $4,175+18.8% | $6,507-23.8% |
| Admin fee / account holder | $1,107 | $5,568-80.1% | $5,349-79.3% | $12,624-91.2% |