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 3-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 | $17,457 | $88,751-80.3% | $81,812-78.7% | $145,922-88.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 11.60% | 1025.40%-1013.8pp | 773.79%-762.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $6,131 | $3,083+98.8% | $2,912+110.5% | $4,660+31.6% |
| Participant deferral / active EE | $16,248 | $4,643+249.9% | $4,319+276.2% | $6,688+143.0% |
| Admin fee / account holder | $18,735 | $8,415+122.6% | $7,386+153.7% | $13,397+39.8% |