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 | $24,516 | $150,440-83.7% | $136,294-82.0% | $147,584-83.4% |
| Participation rate | 60.9% | 84.4%-23.6pp | 81.9%-21.1pp | 82.8%-22.0pp |
| Annual return | 23.27% | 1049.08%-1025.8pp | 5155.94%-5132.7pp | 578.55%-555.3pp |
| Employer contribution / active EE | $1,736 | $5,256-67.0% | $4,695-63.0% | $4,876-64.4% |
| Participant deferral / active EE | $5,240 | $6,630-21.0% | $6,247-16.1% | $5,439-3.7% |
| Admin fee / account holder | $2,551 | $10,905-76.6% | $9,243-72.4% | $10,885-76.6% |