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 | $66,455 | $159,901-58.4% | $146,958-54.8% | $145,922-54.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 51.37% | 98.13%-46.8pp | 418.34%-367.0pp | 561.29%-509.9pp |
| Employer contribution / active EE | $1,956 | $5,286-63.0% | $4,933-60.4% | $4,660-58.0% |
| Participant deferral / active EE | $6,049 | $8,428-28.2% | $8,070-25.0% | $6,688-9.5% |
| Admin fee / account holder | $312 | $15,044-97.9% | $12,998-97.6% | $13,397-97.7% |