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 3-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 | $165,359 | $114,381+44.6% | $107,525+53.8% | $142,382+16.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 15.80% | 242.71%-226.9pp | 181.32%-165.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $35,500 | $4,015+784.3% | $3,754+845.8% | $4,299+725.8% |
| Participant deferral / active EE | $15,000 | $5,564+169.6% | $5,116+193.2% | $6,507+130.5% |
| Admin fee / account holder | $1,721 | $9,860-82.5% | $8,919-80.7% | $12,624-86.4% |