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 | $195,668 | $114,381+71.1% | $107,525+82.0% | $142,382+37.4% |
| Participation rate | 55.6% | 78.1%-22.6pp | 75.1%-19.5pp | 80.1%-24.6pp |
| Annual return | 237.68% | 242.71%-5.0pp | 181.32%+56.4pp | 217.08%+20.6pp |
| Employer contribution / active EE | $2,722 | $4,015-32.2% | $3,754-27.5% | $4,299-36.7% |
| Participant deferral / active EE | $8,059 | $5,564+44.8% | $5,116+57.5% | $6,507+23.8% |
| Admin fee / account holder | $2,717 | $9,860-72.4% | $8,919-69.5% | $12,624-78.5% |