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 | $192,884 | $159,901+20.6% | $146,958+31.3% | $145,922+32.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 111.95% | 98.13%+13.8pp | 418.34%-306.4pp | 561.29%-449.3pp |
| Employer contribution / active EE | $9,011 | $5,286+70.5% | $4,933+82.7% | $4,660+93.4% |
| Participant deferral / active EE | $15,700 | $8,428+86.3% | $8,070+94.5% | $6,688+134.8% |
| Admin fee / account holder | $620 | $15,044-95.9% | $12,998-95.2% | $13,397-95.4% |