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 | $57,539 | $72,400-20.5% | $67,502-14.8% | $145,922-60.6% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 13.06% | 7182.46%-7169.4pp | 3512.12%-3499.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,555 | $3,069-49.3% | $2,731-43.1% | $4,660-66.6% |
| Participant deferral / active EE | $1,847 | $4,783-61.4% | $4,000-53.8% | $6,688-72.4% |
| Admin fee / account holder | $5,771 | $5,539+4.2% | $3,998+44.4% | $13,397-56.9% |