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 | $38,247 | $58,927-35.1% | $76,817-50.2% | $72,985-47.6% |
| Participation rate | 19.1% | 67.3%-48.2pp | 72.1%-52.9pp | 69.5%-50.3pp |
| Annual return | 25.67% | 2305.64%-2280.0pp | 1166.11%-1140.4pp | 81.00%-55.3pp |
| Employer contribution / active EE | $727 | $1,787-59.3% | $2,302-68.4% | $2,440-70.2% |
| Participant deferral / active EE | $1,875 | $2,690-30.3% | $3,336-43.8% | $3,607-48.0% |
| Admin fee / account holder | $2,057 | $4,013-48.7% | $6,420-68.0% | $5,124-59.9% |