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 | $113,215 | $57,281+97.6% | $86,612+30.7% | $75,163+50.6% |
| Participation rate | 48.1% | 63.2%-15.0pp | 71.7%-23.5pp | 67.2%-19.0pp |
| Annual return | 20.30% | 2670.75%-2650.5pp | 591.07%-570.8pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,485 | $2,314-35.8% | $3,022-50.9% | $2,670-44.4% |
| Participant deferral / active EE | $3,023 | $3,318-8.9% | $4,438-31.9% | $4,125-26.7% |
| Admin fee / account holder | $637 | $4,112-84.5% | $5,614-88.7% | $5,651-88.7% |