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 | $63,095 | $102,604-38.5% | $86,188-26.8% | $139,434-54.7% |
| Participation rate | 61.5% | 74.5%-13.0pp | 69.0%-7.4pp | 80.3%-18.8pp |
| Annual return | 21.92% | 1922.51%-1900.6pp | 1168.45%-1146.5pp | 372.94%-351.0pp |
| Employer contribution / active EE | $4,329 | $3,032+42.8% | $2,380+81.9% | $4,751-8.9% |
| Participant deferral / active EE | $10,305 | $4,676+120.4% | $3,985+158.6% | $6,710+53.6% |
| Admin fee / account holder | $1,455 | $8,657-83.2% | $6,852-78.8% | $11,403-87.2% |