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 | $51,023 | $201,272-74.6% | $184,203-72.3% | $145,922-65.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 40.47% | 29.00%+11.5pp | 28.81%+11.7pp | 561.29%-520.8pp |
| Employer contribution / active EE | $5,110 | $7,022-27.2% | $6,427-20.5% | $4,660+9.7% |
| Participant deferral / active EE | $24,313 | $9,806+147.9% | $9,131+166.3% | $6,688+263.5% |
| Admin fee / account holder | $2,538 | $16,364-84.5% | $13,901-81.7% | $13,397-81.1% |