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 | $192,863 | $185,200+4.1% | $142,863+35.0% | $167,490+15.1% |
| Participation rate | 16.7% | 78.4%-61.8pp | 71.9%-55.3pp | 82.1%-65.4pp |
| Annual return | 13.37% | 8555.70%-8542.3pp | 5637.54%-5624.2pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,073 | $5,604-80.9% | $4,144-74.1% | $4,837-77.8% |
| Participant deferral / active EE | $2,680 | $4,494-40.4% | $3,837-30.2% | $6,341-57.7% |
| Admin fee / account holder | $1,781 | $8,031-77.8% | $6,560-72.9% | $12,309-85.5% |