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 | $86,582 | $171,865-49.6% | $149,718-42.2% | $147,584-41.3% |
| Participation rate | 61.1% | 88.2%-27.1pp | 87.1%-26.0pp | 82.8%-21.7pp |
| Annual return | 12.34% | 2113.22%-2100.9pp | 1501.63%-1489.3pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,956 | $6,275-68.8% | $5,445-64.1% | $4,876-59.9% |
| Participant deferral / active EE | $4,064 | $7,271-44.1% | $6,569-38.1% | $5,439-25.3% |
| Admin fee / account holder | $34,838 | $13,799+152.5% | $11,283+208.8% | $10,885+220.0% |