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 9-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 | $107,602 | $176,056-38.9% | $159,436-32.5% | $167,490-35.8% |
| Participation rate | 64.3% | 84.9%-20.7pp | 82.8%-18.5pp | 82.1%-17.8pp |
| Annual return | 17.45% | 331.75%-314.3pp | 263.57%-246.1pp | 478.56%-461.1pp |
| Employer contribution / active EE | $3,075 | $5,297-41.9% | $4,829-36.3% | $4,837-36.4% |
| Participant deferral / active EE | $13,288 | $7,750+71.5% | $7,352+80.7% | $6,341+109.5% |
| Admin fee / account holder | $7,502 | $12,554-40.2% | $10,799-30.5% | $12,309-39.1% |