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 8-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 | $45,657 | $101,317-54.9% | $146,958-68.9% | $74,495-38.7% |
| Participation rate | 64.9% | 75.5%-10.7pp | 82.2%-17.3pp | 67.2%-2.3pp |
| Annual return | 17.79% | 8730.91%-8713.1pp | 418.34%-400.5pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $2,582 | $3,810-32.2% | $4,933-47.7% | $2,623-1.6% |
| Participant deferral / active EE | $4,848 | $7,303-33.6% | $8,070-39.9% | $4,346+11.6% |
| Admin fee / account holder | $2,135 | $1,739+22.8% | $12,998-83.6% | $1,942+10.0% |