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 | $137,472 | $210,648-34.7% | $177,989-22.8% | $145,922-5.8% |
| Participation rate | 33.3% | 80.8%-47.4pp | 77.1%-43.8pp | 80.3%-46.9pp |
| Annual return | 13.21% | 385.86%-372.7pp | 294.48%-281.3pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,096 | $4,565-76.0% | $3,949-72.2% | $4,660-76.5% |
| Participant deferral / active EE | $6,096 | $6,958-12.4% | $6,276-2.9% | $6,688-8.8% |
| Admin fee / account holder | $1,060 | $12,013-91.2% | $10,363-89.8% | $13,397-92.1% |