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 8-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 | $86,781 | $159,602-45.6% | $150,045-42.2% | $142,382-39.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 241.50% | 70.24%+171.3pp | 62.55%+178.9pp | 217.08%+24.4pp |
| Employer contribution / active EE | $4,153 | $4,961-16.3% | $4,693-11.5% | $4,299-3.4% |
| Participant deferral / active EE | $11,279 | $8,310+35.7% | $7,997+41.0% | $6,507+73.3% |
| Admin fee / account holder | $1,751 | $14,846-88.2% | $13,435-87.0% | $12,624-86.1% |