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 | $34,040 | $202,432-83.2% | $169,368-79.9% | $139,434-75.6% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 374.48% | 531.74%-157.3pp | 405.60%-31.1pp | 372.94%+1.5pp |
| Employer contribution / active EE | $1,530 | $4,692-67.4% | $4,013-61.9% | $4,751-67.8% |
| Participant deferral / active EE | $3,710 | $6,938-46.5% | $6,221-40.4% | $6,710-44.7% |
| Admin fee / account holder | $680 | $10,708-93.6% | $9,003-92.4% | $11,403-94.0% |