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 9-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 | $114,391 | $150,440-24.0% | $136,294-16.1% | $147,584-22.5% |
| Participation rate | 38.5% | 84.4%-46.0pp | 81.9%-43.5pp | 82.8%-44.4pp |
| Annual return | 18.69% | 1049.08%-1030.4pp | 5155.94%-5137.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $6,199 | $5,256+17.9% | $4,695+32.0% | $4,876+27.1% |
| Participant deferral / active EE | $3,785 | $6,630-42.9% | $6,247-39.4% | $5,439-30.4% |
| Admin fee / account holder | $373 | $10,905-96.6% | $9,243-96.0% | $10,885-96.6% |