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 | $98,843 | $96,635+2.3% | $86,612+14.1% | $139,434-29.1% |
| Participation rate | 42.9% | 74.4%-31.5pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 21.43% | 106.41%-85.0pp | 591.07%-569.6pp | 372.94%-351.5pp |
| Employer contribution / active EE | $3,110 | $3,263-4.7% | $3,022+2.9% | $4,751-34.5% |
| Participant deferral / active EE | $5,722 | $4,836+18.3% | $4,438+28.9% | $6,710-14.7% |
| Admin fee / account holder | $1,356 | $6,408-78.8% | $5,614-75.9% | $11,403-88.1% |