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 | $44,374 | $70,606-37.2% | $53,898-17.7% | $142,382-68.8% |
| Participation rate | 45.8% | 63.7%-17.9pp | 55.0%-9.1pp | 80.1%-34.3pp |
| Annual return | 121.33% | 619.81%-498.5pp | 528.60%-407.3pp | 217.08%-95.7pp |
| Employer contribution / active EE | $1,052 | $1,202-12.5% | $932+12.9% | $4,299-75.5% |
| Participant deferral / active EE | $2,930 | $2,364+23.9% | $1,826+60.4% | $6,507-55.0% |
| Admin fee / account holder | $338 | $2,852-88.2% | $2,491-86.4% | $12,624-97.3% |