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 | $80,336 | $48,795+64.6% | $65,493+22.7% | $84,808-5.3% |
| Participation rate | 69.0% | 67.0%+2.0pp | 73.1%-4.1pp | 68.3%+0.7pp |
| Annual return | 18.67% | 20.20%-1.5pp | 982.45%-963.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,805 | $1,930+45.4% | $2,574+9.0% | $2,631+6.6% |
| Participant deferral / active EE | $7,708 | $2,928+163.2% | $3,961+94.6% | $4,212+83.0% |
| Admin fee / account holder | $3,605 | $3,877-7.0% | $5,028-28.3% | $7,344-50.9% |