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 | $58,216 | $109,817-47.0% | $98,442-40.9% | $167,490-65.2% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 14.13% | 1956.69%-1942.6pp | 1492.73%-1478.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $1,266 | $3,224-60.7% | $2,960-57.2% | $4,837-73.8% |
| Participant deferral / active EE | $4,883 | $4,673+4.5% | $4,276+14.2% | $6,341-23.0% |
| Admin fee / account holder | $11,080 | $6,753+64.1% | $5,949+86.2% | $12,309-10.0% |