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 | $125,665 | $165,984-24.3% | $164,813-23.8% | $145,922-13.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 9.28% | 100.03%-90.8pp | 69.93%-60.7pp | 561.29%-552.0pp |
| Employer contribution / active EE | $7,675 | $5,273+45.5% | $4,341+76.8% | $4,660+64.7% |
| Participant deferral / active EE | $15,522 | $6,959+123.0% | $6,031+157.3% | $6,688+132.1% |
| Admin fee / account holder | $53,038 | $16,648+218.6% | $12,690+318.0% | $13,397+295.9% |