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 | $111,691 | $150,440-25.8% | $136,294-18.1% | $147,584-24.3% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 16.49% | 1049.08%-1032.6pp | 5155.94%-5139.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,912 | $5,256-63.6% | $4,695-59.3% | $4,876-60.8% |
| Participant deferral / active EE | $5,147 | $6,630-22.4% | $6,247-17.6% | $5,439-5.4% |
| Admin fee / account holder | $3,222 | $10,905-70.5% | $9,243-65.1% | $10,885-70.4% |