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 | $29,256 | $210,648-86.1% | $177,989-83.6% | $145,922-80.0% |
| Participation rate | 44.4% | 80.8%-36.3pp | 77.1%-32.6pp | 80.3%-35.8pp |
| Annual return | 64.37% | 385.86%-321.5pp | 294.48%-230.1pp | 561.29%-496.9pp |
| Employer contribution / active EE | $2,471 | $4,565-45.9% | $3,949-37.4% | $4,660-47.0% |
| Participant deferral / active EE | $8,385 | $6,958+20.5% | $6,276+33.6% | $6,688+25.4% |
| Admin fee / account holder | $1,167 | $12,013-90.3% | $10,363-88.7% | $13,397-91.3% |