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 | $43,665 | $109,817-60.2% | $98,442-55.6% | $167,490-73.9% |
| Participation rate | 58.3% | 75.8%-17.5pp | 73.3%-15.0pp | 82.1%-23.8pp |
| Annual return | 13.63% | 1956.69%-1943.1pp | 1492.73%-1479.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,641 | $3,224-49.1% | $2,960-44.6% | $4,837-66.1% |
| Participant deferral / active EE | $4,060 | $4,673-13.1% | $4,276-5.1% | $6,341-36.0% |
| Admin fee / account holder | $629 | $6,753-90.7% | $5,949-89.4% | $12,309-94.9% |