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 | $58,150 | $57,281+1.5% | $86,612-32.9% | $75,163-22.6% |
| Participation rate | 54.3% | 63.2%-8.9pp | 71.7%-17.4pp | 67.2%-12.9pp |
| Annual return | 20.55% | 2670.75%-2650.2pp | 591.07%-570.5pp | 160.62%-140.1pp |
| Employer contribution / active EE | $330 | $2,314-85.7% | $3,022-89.1% | $2,670-87.6% |
| Participant deferral / active EE | $2,443 | $3,318-26.4% | $4,438-44.9% | $4,125-40.8% |
| Admin fee / account holder | $3,021 | $4,112-26.5% | $5,614-46.2% | $5,651-46.5% |