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 | $132,366 | $112,096+18.1% | $95,952+38.0% | $158,922-16.7% |
| Participation rate | 64.3% | 79.0%-14.7pp | 77.1%-12.8pp | 82.0%-17.7pp |
| Annual return | 13.08% | 171.09%-158.0pp | 91.61%-78.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,437 | $3,198-55.1% | $2,541-43.5% | $4,761-69.8% |
| Participant deferral / active EE | $2,925 | $4,784-38.9% | $4,167-29.8% | $5,982-51.1% |
| Admin fee / account holder | $3,397 | $10,130-66.5% | $6,795-50.0% | $11,246-69.8% |