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 7-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 | $120,476 | $96,635+24.7% | $86,612+39.1% | $139,434-13.6% |
| Participation rate | 14.3% | 74.4%-60.1pp | 71.7%-57.4pp | 80.3%-66.0pp |
| Annual return | 20.07% | 106.41%-86.3pp | 591.07%-571.0pp | 372.94%-352.9pp |
| Employer contribution / active EE | $407 | $3,263-87.5% | $3,022-86.5% | $4,751-91.4% |
| Participant deferral / active EE | $6,365 | $4,836+31.6% | $4,438+43.4% | $6,710-5.1% |
| Admin fee / account holder | $422 | $6,408-93.4% | $5,614-92.5% | $11,403-96.3% |