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 | $197,899 | $165,984+19.2% | $164,813+20.1% | $145,922+35.6% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 11.12% | 100.03%-88.9pp | 69.93%-58.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,515 | $5,273-71.3% | $4,341-65.1% | $4,660-67.5% |
| Participant deferral / active EE | $3,813 | $6,959-45.2% | $6,031-36.8% | $6,688-43.0% |
| Admin fee / account holder | $7,140 | $16,648-57.1% | $12,690-43.7% | $13,397-46.7% |