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 | $31,137 | $70,587-55.9% | $124,672-75.0% | $85,850-63.7% |
| Participation rate | 50.6% | 64.4%-13.8pp | 74.6%-24.0pp | 69.3%-18.7pp |
| Annual return | 13.69% | 20688.83%-20675.1pp | 5142.93%-5129.2pp | 318.53%-304.8pp |
| Employer contribution / active EE | $956 | $1,913-50.1% | $3,324-71.2% | $2,565-62.7% |
| Participant deferral / active EE | $1,791 | $2,969-39.7% | $4,614-61.2% | $3,952-54.7% |
| Admin fee / account holder | $1,279 | $5,282-75.8% | $7,493-82.9% | $6,260-79.6% |