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 | $78,223 | $73,933+5.8% | $96,683-19.1% | $75,163+4.1% |
| Participation rate | 64.0% | 66.4%-2.4pp | 74.3%-10.3pp | 67.2%-3.2pp |
| Annual return | 73.46% | 26.70%+46.8pp | 35.69%+37.8pp | 160.62%-87.2pp |
| Employer contribution / active EE | $2,564 | $2,928-12.4% | $3,737-31.4% | $2,670-4.0% |
| Participant deferral / active EE | $4,671 | $3,659+27.7% | $4,878-4.3% | $4,125+13.2% |
| Admin fee / account holder | $13,767 | $5,216+163.9% | $6,730+104.6% | $5,651+143.6% |