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 5-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 | $9,606 | $156,846-93.9% | $121,098-92.1% | $139,434-93.1% |
| Participation rate | 62.5% | 76.4%-13.9pp | 69.5%-7.0pp | 80.3%-17.8pp |
| Annual return | 339.72% | 1474.56%-1134.8pp | 985.75%-646.0pp | 372.94%-33.2pp |
| Employer contribution / active EE | $2,613 | $5,536-52.8% | $4,164-37.2% | $4,751-45.0% |
| Participant deferral / active EE | $6,966 | $4,844+43.8% | $4,080+70.7% | $6,710+3.8% |
| Admin fee / account holder | $1,658 | $6,946-76.1% | $5,644-70.6% | $11,403-85.5% |