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 | $71,498 | $150,440-52.5% | $136,294-47.5% | $147,584-51.6% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 18.91% | 1049.08%-1030.2pp | 5155.94%-5137.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,667 | $5,256-68.3% | $4,695-64.5% | $4,876-65.8% |
| Participant deferral / active EE | $3,026 | $6,630-54.4% | $6,247-51.6% | $5,439-44.4% |
| Admin fee / account holder | $379 | $10,905-96.5% | $9,243-95.9% | $10,885-96.5% |