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 | $87,017 | $159,901-45.6% | $146,958-40.8% | $145,922-40.4% |
| Participation rate | 59.1% | 84.0%-24.9pp | 82.2%-23.1pp | 80.3%-21.2pp |
| Annual return | 51.89% | 98.13%-46.2pp | 418.34%-366.4pp | 561.29%-509.4pp |
| Employer contribution / active EE | $2,405 | $5,286-54.5% | $4,933-51.2% | $4,660-48.4% |
| Participant deferral / active EE | $8,093 | $8,428-4.0% | $8,070+0.3% | $6,688+21.0% |
| Admin fee / account holder | $893 | $15,044-94.1% | $12,998-93.1% | $13,397-93.3% |