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 | $104,716 | $159,901-34.5% | $146,958-28.7% | $145,922-28.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 13.10% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,447 | $5,286-53.7% | $4,933-50.4% | $4,660-47.5% |
| Participant deferral / active EE | $6,444 | $8,428-23.5% | $8,070-20.2% | $6,688-3.6% |
| Admin fee / account holder | $955 | $15,044-93.7% | $12,998-92.7% | $13,397-92.9% |