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 | $78,713 | $70,587+11.5% | $124,672-36.9% | $85,850-8.3% |
| Participation rate | 69.4% | 64.4%+5.0pp | 74.6%-5.2pp | 69.3%+0.1pp |
| Annual return | 13.36% | 20688.83%-20675.5pp | 5142.93%-5129.6pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,445 | $1,913-24.5% | $3,324-56.5% | $2,565-43.7% |
| Participant deferral / active EE | $2,615 | $2,969-11.9% | $4,614-43.3% | $3,952-33.8% |
| Admin fee / account holder | $2,465 | $5,282-53.3% | $7,493-67.1% | $6,260-60.6% |