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 | $151,841 | $154,117-1.5% | $129,995+16.8% | $139,434+8.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 3671.47% | 32.48%+3639.0pp | -137.18%+3808.7pp | 372.94%+3298.5pp |
| Employer contribution / active EE | $4,468 | $5,289-15.5% | $4,320+3.4% | $4,751-6.0% |
| Participant deferral / active EE | $7,145 | $6,710+6.5% | $5,820+22.8% | $6,710+6.5% |
| Admin fee / account holder | $50,820 | $14,007+262.8% | $10,614+378.8% | $11,403+345.7% |