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 | $96,172 | $150,440-36.1% | $136,294-29.4% | $147,584-34.8% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 14.86% | 1049.08%-1034.2pp | 5155.94%-5141.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $4,180 | $5,256-20.5% | $4,695-11.0% | $4,876-14.3% |
| Participant deferral / active EE | $8,013 | $6,630+20.8% | $6,247+28.3% | $5,439+47.3% |
| Admin fee / account holder | $3,903 | $10,905-64.2% | $9,243-57.8% | $10,885-64.1% |