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 | $17,491 | $88,751-80.3% | $81,812-78.6% | $145,922-88.0% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.3%-17.8pp | 80.3%-25.7pp |
| Annual return | 25.78% | 1025.40%-999.6pp | 773.79%-748.0pp | 561.29%-535.5pp |
| Employer contribution / active EE | $2,267 | $3,083-26.5% | $2,912-22.2% | $4,660-51.4% |
| Participant deferral / active EE | $2,877 | $4,643-38.0% | $4,319-33.4% | $6,688-57.0% |
| Admin fee / account holder | $1,281 | $8,415-84.8% | $7,386-82.7% | $13,397-90.4% |