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 | $46,190 | $150,440-69.3% | $136,294-66.1% | $147,584-68.7% |
| Participation rate | 64.3% | 84.4%-20.1pp | 81.9%-17.6pp | 82.8%-18.5pp |
| Annual return | 21.09% | 1049.08%-1028.0pp | 5155.94%-5134.8pp | 578.55%-557.5pp |
| Employer contribution / active EE | $1,760 | $5,256-66.5% | $4,695-62.5% | $4,876-63.9% |
| Participant deferral / active EE | $7,052 | $6,630+6.4% | $6,247+12.9% | $5,439+29.7% |
| Admin fee / account holder | $2,963 | $10,905-72.8% | $9,243-67.9% | $10,885-72.8% |