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 | $27,644 | $148,534-81.4% | $135,903-79.7% | $139,434-80.2% |
| Participation rate | 9.1% | 83.9%-74.8pp | 81.9%-72.8pp | 80.3%-71.2pp |
| Annual return | 241.18% | 79.19%+162.0pp | 68.23%+172.9pp | 372.94%-131.8pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,931 | $8,100-14.4% | $7,758-10.7% | $6,710+3.3% |
| Admin fee / account holder | $565 | $12,400-95.4% | $10,762-94.8% | $11,403-95.0% |