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 | $165,449 | $102,966+60.7% | $90,281+83.3% | $152,861+8.2% |
| Participation rate | 36.4% | 75.9%-39.5pp | 73.3%-36.9pp | 82.4%-46.1pp |
| Annual return | 39.04% | 95.16%-56.1pp | 78.10%-39.1pp | 345.32%-306.3pp |
| Employer contribution / active EE | $831 | $3,139-73.5% | $2,854-70.9% | $4,762-82.6% |
| Participant deferral / active EE | $3,651 | $4,281-14.7% | $3,885-6.0% | $5,850-37.6% |
| Admin fee / account holder | $20,640 | $6,171+234.5% | $5,351+285.7% | $11,596+78.0% |