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 | $143,019 | $183,963-22.3% | $162,163-11.8% | $152,861-6.4% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 26.01% | 150.76%-124.8pp | 115.59%-89.6pp | 345.32%-319.3pp |
| Employer contribution / active EE | $4,337 | $6,371-31.9% | $5,614-22.7% | $4,762-8.9% |
| Participant deferral / active EE | $9,013 | $8,034+12.2% | $7,298+23.5% | $5,850+54.1% |
| Admin fee / account holder | $1,294 | $13,121-90.1% | $10,843-88.1% | $11,596-88.8% |