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 6-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 | $147,577 | $104,974+40.6% | $95,585+54.4% | $142,382+3.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 16.90% | 210.33%-193.4pp | 38.56%-21.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,418 | $2,779-49.0% | $2,527-43.9% | $4,299-67.0% |
| Participant deferral / active EE | $9,913 | $4,352+127.8% | $4,023+146.4% | $6,507+52.3% |
| Admin fee / account holder | $650 | $6,386-89.8% | $6,127-89.4% | $12,624-94.9% |