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 | $71,389 | $102,604-30.4% | $86,188-17.2% | $139,434-48.8% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.0%-69.0pp | 80.3%-80.3pp |
| Annual return | 75.76% | 1922.51%-1846.7pp | 1168.45%-1092.7pp | 372.94%-297.2pp |
| Employer contribution / active EE | $2,281 | $3,032-24.8% | $2,380-4.2% | $4,751-52.0% |
| Participant deferral / active EE | $11,250 | $4,676+140.6% | $3,985+182.3% | $6,710+67.7% |
| Admin fee / account holder | $17,576 | $8,657+103.0% | $6,852+156.5% | $11,403+54.1% |