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 9-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 | $79,836 | $112,096-28.8% | $95,952-16.8% | $158,922-49.8% |
| Participation rate | 60.9% | 79.0%-18.1pp | 77.1%-16.2pp | 82.0%-21.1pp |
| Annual return | 294.24% | 171.09%+123.1pp | 91.61%+202.6pp | 302.83%-8.6pp |
| Employer contribution / active EE | $2,090 | $3,198-34.6% | $2,541-17.7% | $4,761-56.1% |
| Participant deferral / active EE | $3,810 | $4,784-20.4% | $4,167-8.6% | $5,982-36.3% |
| Admin fee / account holder | $1,852 | $10,130-81.7% | $6,795-72.8% | $11,246-83.5% |