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 | $24,069 | $156,846-84.7% | $121,098-80.1% | $139,434-82.7% |
| Participation rate | 52.9% | 76.4%-23.5pp | 69.5%-16.5pp | 80.3%-27.4pp |
| Annual return | 113.55% | 1474.56%-1361.0pp | 985.75%-872.2pp | 372.94%-259.4pp |
| Employer contribution / active EE | $1,692 | $5,536-69.4% | $4,164-59.4% | $4,751-64.4% |
| Participant deferral / active EE | $3,076 | $4,844-36.5% | $4,080-24.6% | $6,710-54.2% |
| Admin fee / account holder | $337 | $6,946-95.1% | $5,644-94.0% | $11,403-97.0% |