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 | $38,649 | $109,817-64.8% | $98,442-60.7% | $167,490-76.9% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 15.40% | 1956.69%-1941.3pp | 1492.73%-1477.3pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,995 | $3,224-38.1% | $2,960-32.6% | $4,837-58.8% |
| Participant deferral / active EE | $2,846 | $4,673-39.1% | $4,276-33.4% | $6,341-55.1% |
| Admin fee / account holder | $22,448 | $6,753+232.4% | $5,949+277.3% | $12,309+82.4% |