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 | $133,632 | $83,902+59.3% | $167,512-20.2% | $84,808+57.6% |
| Participation rate | 64.0% | 66.5%-2.5pp | 77.1%-13.1pp | 68.3%-4.3pp |
| Annual return | 19.70% | 91.55%-71.9pp | 1615.79%-1596.1pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,508 | $2,264+10.8% | $3,882-35.4% | $2,631-4.7% |
| Participant deferral / active EE | $5,137 | $4,442+15.6% | $6,405-19.8% | $4,212+22.0% |
| Admin fee / account holder | $1,001 | $7,915-87.4% | $9,769-89.8% | $7,344-86.4% |