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 | $110,114 | $150,440-26.8% | $136,294-19.2% | $147,584-25.4% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 12.23% | 1049.08%-1036.9pp | 5155.94%-5143.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $2,630 | $5,256-50.0% | $4,695-44.0% | $4,876-46.1% |
| Participant deferral / active EE | $4,444 | $6,630-33.0% | $6,247-28.9% | $5,439-18.3% |
| Admin fee / account holder | $2,427 | $10,905-77.7% | $9,243-73.7% | $10,885-77.7% |