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 | $138,777 | $148,534-6.6% | $135,903+2.1% | $139,434-0.5% |
| Participation rate | 56.3% | 83.9%-27.6pp | 81.9%-25.7pp | 80.3%-24.1pp |
| Annual return | 4277.62% | 79.19%+4198.4pp | 68.23%+4209.4pp | 372.94%+3904.7pp |
| Employer contribution / active EE | $1,428 | $5,243-72.8% | $4,856-70.6% | $4,751-69.9% |
| Participant deferral / active EE | $2,931 | $8,100-63.8% | $7,758-62.2% | $6,710-56.3% |
| Admin fee / account holder | $750 | $12,400-94.0% | $10,762-93.0% | $11,403-93.4% |