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 | $199,102 | $159,901+24.5% | $146,958+35.5% | $145,922+36.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 20.71% | 98.13%-77.4pp | 418.34%-397.6pp | 561.29%-540.6pp |
| Employer contribution / active EE | $1,140 | $5,286-78.4% | $4,933-76.9% | $4,660-75.5% |
| Participant deferral / active EE | $5,299 | $8,428-37.1% | $8,070-34.3% | $6,688-20.8% |
| Admin fee / account holder | $1,891 | $15,044-87.4% | $12,998-85.5% | $13,397-85.9% |