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 9-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 | $40,095 | $124,185-67.7% | $108,410-63.0% | $167,490-76.1% |
| Participation rate | 68.8% | 82.3%-13.5pp | 80.1%-11.4pp | 82.1%-13.4pp |
| Annual return | 39.90% | 1379.64%-1339.7pp | 905.27%-865.4pp | 478.56%-438.7pp |
| Employer contribution / active EE | $1,784 | $4,187-57.4% | $3,558-49.9% | $4,837-63.1% |
| Participant deferral / active EE | $3,263 | $6,908-52.8% | $6,563-50.3% | $6,341-48.5% |
| Admin fee / account holder | $1,794 | $9,455-81.0% | $7,295-75.4% | $12,309-85.4% |