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 | $105,278 | $150,440-30.0% | $136,294-22.8% | $147,584-28.7% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 19.60% | 1049.08%-1029.5pp | 5155.94%-5136.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,028 | $5,256-61.4% | $4,695-56.8% | $4,876-58.4% |
| Participant deferral / active EE | $4,846 | $6,630-26.9% | $6,247-22.4% | $5,439-10.9% |
| Admin fee / account holder | $485 | $10,905-95.6% | $9,243-94.8% | $10,885-95.5% |