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 | $157,257 | $109,327+43.8% | $89,391+75.9% | $158,922-1.0% |
| Participation rate | 69.2% | 74.3%-5.0pp | 68.0%+1.3pp | 82.0%-12.7pp |
| Annual return | 13.20% | 345.68%-332.5pp | 245.62%-232.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $723 | $3,170-77.2% | $2,586-72.0% | $4,761-84.8% |
| Participant deferral / active EE | $1,587 | $4,598-65.5% | $3,890-59.2% | $5,982-73.5% |
| Admin fee / account holder | $13,874 | $6,153+125.5% | $4,881+184.2% | $11,246+23.4% |