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 | $83,931 | $150,440-44.2% | $136,294-38.4% | $147,584-43.1% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 19.50% | 1049.08%-1029.6pp | 5155.94%-5136.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,975 | $5,256-43.4% | $4,695-36.7% | $4,876-39.0% |
| Participant deferral / active EE | $10,667 | $6,630+60.9% | $6,247+70.7% | $5,439+96.1% |
| Admin fee / account holder | $4,348 | $10,905-60.1% | $9,243-53.0% | $10,885-60.1% |