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 8-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 | $104,299 | $138,065-24.5% | $123,544-15.6% | $135,375-23.0% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 90.23% | 153.68%-63.5pp | 119.20%-29.0pp | 519.73%-429.5pp |
| Employer contribution / active EE | $2,817 | $5,151-45.3% | $4,628-39.1% | $4,779-41.0% |
| Participant deferral / active EE | $5,204 | $6,799-23.5% | $6,426-19.0% | $5,609-7.2% |
| Admin fee / account holder | $11,213 | $10,916+2.7% | $9,284+20.8% | $10,827+3.6% |