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 | $32,063 | $202,318-84.2% | $172,739-81.4% | $152,861-79.0% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.4%-38.0pp |
| Annual return | 30.52% | 1029.65%-999.1pp | 802.84%-772.3pp | 345.32%-314.8pp |
| Employer contribution / active EE | $2,402 | $5,856-59.0% | $5,143-53.3% | $4,762-49.6% |
| Participant deferral / active EE | $4,030 | $5,948-32.2% | $5,198-22.5% | $5,850-31.1% |
| Admin fee / account holder | $8,859 | $17,109-48.2% | $13,954-36.5% | $11,596-23.6% |