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 | $134,119 | $209,411-36.0% | $178,490-24.9% | $158,922-15.6% |
| Participation rate | 46.2% | 86.3%-40.2pp | 81.9%-35.8pp | 82.0%-35.8pp |
| Annual return | 13.63% | 188.75%-175.1pp | 151.07%-137.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $3,881 | $5,706-32.0% | $5,011-22.5% | $4,761-18.5% |
| Participant deferral / active EE | $2,279 | $5,954-61.7% | $5,202-56.2% | $5,982-61.9% |
| Admin fee / account holder | $1,337 | $17,074-92.2% | $13,984-90.4% | $11,246-88.1% |