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 | $124,086 | $176,056-29.5% | $159,436-22.2% | $167,490-25.9% |
| Participation rate | 37.5% | 84.9%-47.4pp | 82.8%-45.3pp | 82.1%-44.6pp |
| Annual return | 1639.32% | 331.75%+1307.6pp | 263.57%+1375.7pp | 478.56%+1160.8pp |
| Employer contribution / active EE | $1,527 | $5,297-71.2% | $4,829-68.4% | $4,837-68.4% |
| Participant deferral / active EE | $4,809 | $7,750-37.9% | $7,352-34.6% | $6,341-24.2% |
| Admin fee / account holder | $451 | $12,554-96.4% | $10,799-95.8% | $12,309-96.3% |