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 | $34,819 | $159,901-78.2% | $146,958-76.3% | $145,922-76.1% |
| Participation rate | 47.6% | 84.0%-36.4pp | 82.2%-34.5pp | 80.3%-32.7pp |
| Annual return | 166.88% | 98.13%+68.7pp | 418.34%-251.5pp | 561.29%-394.4pp |
| Employer contribution / active EE | $1,858 | $5,286-64.9% | $4,933-62.3% | $4,660-60.1% |
| Participant deferral / active EE | $4,835 | $8,428-42.6% | $8,070-40.1% | $6,688-27.7% |
| Admin fee / account holder | $5,706 | $15,044-62.1% | $12,998-56.1% | $13,397-57.4% |