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 3-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 | $14,987 | $57,281-73.8% | $86,612-82.7% | $75,163-80.1% |
| Participation rate | 25.0% | 63.2%-38.2pp | 71.7%-46.7pp | 67.2%-42.2pp |
| Annual return | 75.78% | 2670.75%-2595.0pp | 591.07%-515.3pp | 160.62%-84.8pp |
| Employer contribution / active EE | $1,023 | $2,314-55.8% | $3,022-66.2% | $2,670-61.7% |
| Participant deferral / active EE | $1,845 | $3,318-44.4% | $4,438-58.4% | $4,125-55.3% |
| Admin fee / account holder | $618 | $4,112-85.0% | $5,614-89.0% | $5,651-89.1% |