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 8-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 | $132,159 | $118,849+11.2% | $96,562+36.9% | $167,490-21.1% |
| Participation rate | 42.1% | 75.5%-33.4pp | 69.8%-27.7pp | 82.1%-40.0pp |
| Annual return | 56.98% | 50.49%+6.5pp | 37.78%+19.2pp | 478.56%-421.6pp |
| Employer contribution / active EE | $1,180 | $3,120-62.2% | $2,356-49.9% | $4,837-75.6% |
| Participant deferral / active EE | $5,031 | $4,616+9.0% | $3,849+30.7% | $6,341-20.7% |
| Admin fee / account holder | $1,361 | $8,065-83.1% | $6,181-78.0% | $12,309-88.9% |