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 | $59,470 | $175,202-66.1% | $149,673-60.3% | $139,434-57.3% |
| Participation rate | 63.6% | 83.4%-19.7pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 49.02% | 166.71%-117.7pp | 134.42%-85.4pp | 372.94%-323.9pp |
| Employer contribution / active EE | $3,819 | $5,474-30.2% | $4,818-20.7% | $4,751-19.6% |
| Participant deferral / active EE | $5,801 | $6,519-11.0% | $5,680+2.1% | $6,710-13.6% |
| Admin fee / account holder | $370 | $16,150-97.7% | $13,210-97.2% | $11,403-96.8% |