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 10-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 | $119,527 | $150,440-20.5% | $136,294-12.3% | $147,584-19.0% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 19.22% | 1049.08%-1029.9pp | 5155.94%-5136.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $2,235 | $5,256-57.5% | $4,695-52.4% | $4,876-54.2% |
| Participant deferral / active EE | $9,608 | $6,630+44.9% | $6,247+53.8% | $5,439+76.7% |
| Admin fee / account holder | $445 | $10,905-95.9% | $9,243-95.2% | $10,885-95.9% |