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 6-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 | $108,714 | $102,604+6.0% | $86,188+26.1% | $139,434-22.0% |
| Participation rate | 59.1% | 74.5%-15.4pp | 69.0%-9.9pp | 80.3%-21.2pp |
| Annual return | 14.13% | 1922.51%-1908.4pp | 1168.45%-1154.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,832 | $3,032-39.6% | $2,380-23.0% | $4,751-61.4% |
| Participant deferral / active EE | $4,525 | $4,676-3.2% | $3,985+13.5% | $6,710-32.6% |
| Admin fee / account holder | $11,031 | $8,657+27.4% | $6,852+61.0% | $11,403-3.3% |