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 | $166,992 | $159,901+4.4% | $146,958+13.6% | $145,922+14.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.60% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $3,596 | $5,286-32.0% | $4,933-27.1% | $4,660-22.8% |
| Participant deferral / active EE | $8,677 | $8,428+3.0% | $8,070+7.5% | $6,688+29.7% |
| Admin fee / account holder | $2,320 | $15,044-84.6% | $12,998-82.1% | $13,397-82.7% |