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 | $53,612 | $209,411-74.4% | $178,490-70.0% | $158,922-66.3% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 339.05% | 188.75%+150.3pp | 151.07%+188.0pp | 302.83%+36.2pp |
| Employer contribution / active EE | $1,864 | $5,706-67.3% | $5,011-62.8% | $4,761-60.8% |
| Participant deferral / active EE | $3,154 | $5,954-47.0% | $5,202-39.4% | $5,982-47.3% |
| Admin fee / account holder | $313 | $17,074-98.2% | $13,984-97.8% | $11,246-97.2% |