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 | $88,650 | $176,056-49.6% | $159,436-44.4% | $167,490-47.1% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 383.23% | 331.75%+51.5pp | 263.57%+119.7pp | 478.56%-95.3pp |
| Employer contribution / active EE | $3,133 | $5,297-40.9% | $4,829-35.1% | $4,837-35.2% |
| Participant deferral / active EE | $8,184 | $7,750+5.6% | $7,352+11.3% | $6,341+29.1% |
| Admin fee / account holder | $3,422 | $12,554-72.7% | $10,799-68.3% | $12,309-72.2% |