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 | $42,875 | $70,587-39.3% | $124,672-65.6% | $85,850-50.1% |
| Participation rate | 57.6% | 64.4%-6.8pp | 74.6%-17.0pp | 69.3%-11.7pp |
| Annual return | 12.81% | 20688.83%-20676.0pp | 5142.93%-5130.1pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,133 | $1,913-40.8% | $3,324-65.9% | $2,565-55.8% |
| Participant deferral / active EE | $2,391 | $2,969-19.5% | $4,614-48.2% | $3,952-39.5% |
| Admin fee / account holder | $796 | $5,282-84.9% | $7,493-89.4% | $6,260-87.3% |