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 | $136,927 | $185,200-26.1% | $142,863-4.2% | $167,490-18.2% |
| Participation rate | 33.3% | 78.4%-45.1pp | 71.9%-38.6pp | 82.1%-48.8pp |
| Annual return | 20.10% | 8555.70%-8535.6pp | 5637.54%-5617.4pp | 478.56%-458.5pp |
| Employer contribution / active EE | $830 | $5,604-85.2% | $4,144-80.0% | $4,837-82.8% |
| Participant deferral / active EE | $1,254 | $4,494-72.1% | $3,837-67.3% | $6,341-80.2% |
| Admin fee / account holder | $4,129 | $8,031-48.6% | $6,560-37.1% | $12,309-66.5% |