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 9-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 | $153,286 | $88,751+72.7% | $81,812+87.4% | $145,922+5.0% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.3%-27.9pp | 80.3%-35.8pp |
| Annual return | 17.54% | 1025.40%-1007.9pp | 773.79%-756.2pp | 561.29%-543.7pp |
| Employer contribution / active EE | $983 | $3,083-68.1% | $2,912-66.3% | $4,660-78.9% |
| Participant deferral / active EE | $7,336 | $4,643+58.0% | $4,319+69.9% | $6,688+9.7% |
| Admin fee / account holder | $1,044 | $8,415-87.6% | $7,386-85.9% | $13,397-92.2% |