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 | $164,584 | $183,963-10.5% | $162,163+1.5% | $152,861+7.7% |
| Participation rate | 55.6% | 88.5%-33.0pp | 87.6%-32.0pp | 82.4%-26.9pp |
| Annual return | 16.22% | 150.76%-134.5pp | 115.59%-99.4pp | 345.32%-329.1pp |
| Employer contribution / active EE | $2,424 | $6,371-62.0% | $5,614-56.8% | $4,762-49.1% |
| Participant deferral / active EE | $7,899 | $8,034-1.7% | $7,298+8.2% | $5,850+35.0% |
| Admin fee / account holder | $4,388 | $13,121-66.6% | $10,843-59.5% | $11,596-62.2% |