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 | $94,672 | $89,753+5.5% | $107,525-12.0% | $84,808+11.6% |
| Participation rate | 58.3% | 68.1%-9.7pp | 75.1%-16.7pp | 68.3%-10.0pp |
| Annual return | 136.57% | 29.48%+107.1pp | 181.32%-44.7pp | 40.90%+95.7pp |
| Employer contribution / active EE | $2,107 | $3,113-32.3% | $3,754-43.9% | $2,631-19.9% |
| Participant deferral / active EE | $3,019 | $4,056-25.6% | $5,116-41.0% | $4,212-28.3% |
| Admin fee / account holder | $2,849 | $7,222-60.6% | $8,919-68.1% | $7,344-61.2% |