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 | $28,165 | $109,817-74.4% | $98,442-71.4% | $167,490-83.2% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 20.52% | 1956.69%-1936.2pp | 1492.73%-1472.2pp | 478.56%-458.0pp |
| Employer contribution / active EE | $4,057 | $3,224+25.8% | $2,960+37.1% | $4,837-16.1% |
| Participant deferral / active EE | $7,222 | $4,673+54.5% | $4,276+68.9% | $6,341+13.9% |
| Admin fee / account holder | $22,994 | $6,753+240.5% | $5,949+286.5% | $12,309+86.8% |