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 | $157,775 | $202,318-22.0% | $172,739-8.7% | $152,861+3.2% |
| Participation rate | 28.6% | 87.1%-58.5pp | 82.6%-54.1pp | 82.4%-53.9pp |
| Annual return | 18.27% | 1029.65%-1011.4pp | 802.84%-784.6pp | 345.32%-327.0pp |
| Employer contribution / active EE | $1,518 | $5,856-74.1% | $5,143-70.5% | $4,762-68.1% |
| Participant deferral / active EE | $4,660 | $5,948-21.7% | $5,198-10.3% | $5,850-20.3% |
| Admin fee / account holder | $8,477 | $17,109-50.5% | $13,954-39.3% | $11,596-26.9% |