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 5-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 | $51,201 | $138,044-62.9% | $125,339-59.2% | $134,475-61.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | 1829.30% | 750.33%+1079.0pp | 572.05%+1257.3pp | 417.96%+1411.3pp |
| Employer contribution / active EE | $1,842 | $5,243-64.9% | $4,814-61.7% | $4,740-61.1% |
| Participant deferral / active EE | $4,322 | $7,799-44.6% | $7,446-42.0% | $6,400-32.5% |
| Admin fee / account holder | $1,366 | $11,571-88.2% | $10,010-86.4% | $11,426-88.0% |