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 | $63,550 | $88,751-28.4% | $81,812-22.3% | $145,922-56.4% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.3%-9.8pp | 80.3%-17.8pp |
| Annual return | 17.98% | 1025.40%-1007.4pp | 773.79%-755.8pp | 561.29%-543.3pp |
| Employer contribution / active EE | $1,164 | $3,083-62.2% | $2,912-60.0% | $4,660-75.0% |
| Participant deferral / active EE | $4,380 | $4,643-5.7% | $4,319+1.4% | $6,688-34.5% |
| Admin fee / account holder | $1,898 | $8,415-77.4% | $7,386-74.3% | $13,397-85.8% |