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 | $93,266 | $111,724-16.5% | $93,606-0.4% | $145,922-36.1% |
| Participation rate | 36.4% | 74.2%-37.8pp | 68.7%-32.4pp | 80.3%-43.9pp |
| Annual return | 13.66% | 202.98%-189.3pp | 133.20%-119.5pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,536 | $3,090-50.3% | $2,420-36.5% | $4,660-67.0% |
| Participant deferral / active EE | $2,932 | $4,912-40.3% | $4,411-33.5% | $6,688-56.2% |
| Admin fee / account holder | $702 | $10,250-93.2% | $8,285-91.5% | $13,397-94.8% |