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 | $72,766 | $150,440-51.6% | $136,294-46.6% | $147,584-50.7% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 20.57% | 1049.08%-1028.5pp | 5155.94%-5135.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $2,194 | $5,256-58.3% | $4,695-53.3% | $4,876-55.0% |
| Participant deferral / active EE | $5,748 | $6,630-13.3% | $6,247-8.0% | $5,439+5.7% |
| Admin fee / account holder | $993 | $10,905-90.9% | $9,243-89.3% | $10,885-90.9% |