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 | $77,579 | $70,587+9.9% | $124,672-37.8% | $85,850-9.6% |
| Participation rate | 57.9% | 64.4%-6.5pp | 74.6%-16.7pp | 69.3%-11.4pp |
| Annual return | 17.10% | 20688.83%-20671.7pp | 5142.93%-5125.8pp | 318.53%-301.4pp |
| Employer contribution / active EE | $1,318 | $1,913-31.1% | $3,324-60.3% | $2,565-48.6% |
| Participant deferral / active EE | $1,576 | $2,969-46.9% | $4,614-65.9% | $3,952-60.1% |
| Admin fee / account holder | $866 | $5,282-83.6% | $7,493-88.4% | $6,260-86.2% |