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 | $163,474 | $109,817+48.9% | $98,442+66.1% | $167,490-2.4% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 11.43% | 1956.69%-1945.3pp | 1492.73%-1481.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $737 | $3,224-77.2% | $2,960-75.1% | $4,837-84.8% |
| Participant deferral / active EE | $2,047 | $4,673-56.2% | $4,276-52.1% | $6,341-67.7% |
| Admin fee / account holder | $645 | $6,753-90.4% | $5,949-89.2% | $12,309-94.8% |