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 | $70,579 | $58,208+21.3% | $81,812-13.7% | $80,856-12.7% |
| Participation rate | 62.1% | 63.4%-1.3pp | 72.3%-10.3pp | 67.6%-5.6pp |
| Annual return | 12.41% | 41.66%-29.3pp | 773.79%-761.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,715 | $2,340+16.0% | $2,912-6.8% | $2,755-1.4% |
| Participant deferral / active EE | $4,274 | $3,281+30.3% | $4,319-1.0% | $4,296-0.5% |
| Admin fee / account holder | $1,004 | $4,981-79.8% | $7,386-86.4% | $6,918-85.5% |