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 | $41,187 | $176,662-76.7% | $130,648-68.5% | $152,861-73.1% |
| Participation rate | 33.3% | 79.0%-45.6pp | 71.7%-38.4pp | 82.4%-49.1pp |
| Annual return | 25.94% | 2692.24%-2666.3pp | 1708.96%-1683.0pp | 345.32%-319.4pp |
| Employer contribution / active EE | $1,246 | $5,742-78.3% | $4,092-69.6% | $4,762-73.8% |
| Participant deferral / active EE | $1,871 | $4,361-57.1% | $3,603-48.1% | $5,850-68.0% |
| Admin fee / account holder | $1,963 | $7,133-72.5% | $5,464-64.1% | $11,596-83.1% |