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 4-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 | $62,056 | $54,705+13.4% | $71,209-12.9% | $84,808-26.8% |
| Participation rate | 61.3% | 64.1%-2.8pp | 73.8%-12.5pp | 68.3%-7.0pp |
| Annual return | 69.77% | 35.90%+33.9pp | 282.51%-212.7pp | 40.90%+28.9pp |
| Employer contribution / active EE | $1,659 | $2,158-23.1% | $2,721-39.0% | $2,631-36.9% |
| Participant deferral / active EE | $3,503 | $3,030+15.6% | $4,175-16.1% | $4,212-16.8% |
| Admin fee / account holder | $4,138 | $4,863-14.9% | $5,349-22.6% | $7,344-43.7% |