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 | $104,271 | $65,561+59.0% | $86,188+21.0% | $75,163+38.7% |
| Participation rate | 57.7% | 60.5%-2.8pp | 69.0%-11.3pp | 67.2%-9.5pp |
| Annual return | 24.43% | 46.05%-21.6pp | 1168.45%-1144.0pp | 160.62%-136.2pp |
| Employer contribution / active EE | $1,984 | $1,553+27.8% | $2,380-16.6% | $2,670-25.7% |
| Participant deferral / active EE | $3,870 | $3,024+28.0% | $3,985-2.9% | $4,125-6.2% |
| Admin fee / account holder | $3,907 | $5,474-28.6% | $6,852-43.0% | $5,651-30.9% |