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 6-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 | $81,139 | $176,056-53.9% | $159,436-49.1% | $167,490-51.6% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $13,300 | $5,297+151.1% | $4,829+175.4% | $4,837+174.9% |
| Participant deferral / active EE | $15,575 | $7,750+101.0% | $7,352+111.8% | $6,341+145.6% |
| Admin fee / account holder | $27,693 | $12,554+120.6% | $10,799+156.5% | $12,309+125.0% |