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 6-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 | $184,158 | $159,901+15.2% | $146,958+25.3% | $145,922+26.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 27.86% | 98.13%-70.3pp | 418.34%-390.5pp | 561.29%-533.4pp |
| Employer contribution / active EE | $2,925 | $5,286-44.7% | $4,933-40.7% | $4,660-37.2% |
| Participant deferral / active EE | $29,313 | $8,428+247.8% | $8,070+263.2% | $6,688+338.3% |
| Admin fee / account holder | $715 | $15,044-95.3% | $12,998-94.5% | $13,397-94.7% |