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 9-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 | $69,592 | $88,751-21.6% | $81,812-14.9% | $145,922-52.3% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 18.04% | 1025.40%-1007.4pp | 773.79%-755.7pp | 561.29%-543.2pp |
| Employer contribution / active EE | $2,385 | $3,083-22.7% | $2,912-18.1% | $4,660-48.8% |
| Participant deferral / active EE | $5,405 | $4,643+16.4% | $4,319+25.1% | $6,688-19.2% |
| Admin fee / account holder | $2,302 | $8,415-72.6% | $7,386-68.8% | $13,397-82.8% |