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 | $47,565 | $150,440-68.4% | $136,294-65.1% | $147,584-67.8% |
| Participation rate | 56.3% | 84.4%-28.2pp | 81.9%-25.7pp | 82.8%-26.6pp |
| Annual return | 19.49% | 1049.08%-1029.6pp | 5155.94%-5136.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $2,799 | $5,256-46.7% | $4,695-40.4% | $4,876-42.6% |
| Participant deferral / active EE | $4,208 | $6,630-36.5% | $6,247-32.6% | $5,439-22.6% |
| Admin fee / account holder | $1,916 | $10,905-82.4% | $9,243-79.3% | $10,885-82.4% |