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 | $97,906 | $102,604-4.6% | $86,188+13.6% | $139,434-29.8% |
| Participation rate | 46.7% | 74.5%-27.8pp | 69.0%-22.3pp | 80.3%-33.7pp |
| Annual return | 24.63% | 1922.51%-1897.9pp | 1168.45%-1143.8pp | 372.94%-348.3pp |
| Employer contribution / active EE | $1,099 | $3,032-63.8% | $2,380-53.8% | $4,751-76.9% |
| Participant deferral / active EE | $4,242 | $4,676-9.3% | $3,985+6.4% | $6,710-36.8% |
| Admin fee / account holder | $919 | $8,657-89.4% | $6,852-86.6% | $11,403-91.9% |