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 3-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 | $154,917 | $159,901-3.1% | $146,958+5.4% | $145,922+6.2% |
| Participation rate | 63.2% | 84.0%-20.8pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 26.77% | 98.13%-71.4pp | 418.34%-391.6pp | 561.29%-534.5pp |
| Employer contribution / active EE | $4,090 | $5,286-22.6% | $4,933-17.1% | $4,660-12.2% |
| Participant deferral / active EE | $10,062 | $8,428+19.4% | $8,070+24.7% | $6,688+50.4% |
| Admin fee / account holder | $2,148 | $15,044-85.7% | $12,998-83.5% | $13,397-84.0% |