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 | $41,455 | $150,440-72.4% | $136,294-69.6% | $147,584-71.9% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 36.17% | 1049.08%-1012.9pp | 5155.94%-5119.8pp | 578.55%-542.4pp |
| Employer contribution / active EE | $1,383 | $5,256-73.7% | $4,695-70.5% | $4,876-71.6% |
| Participant deferral / active EE | $4,007 | $6,630-39.6% | $6,247-35.9% | $5,439-26.3% |
| Admin fee / account holder | $1,084 | $10,905-90.1% | $9,243-88.3% | $10,885-90.0% |