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 | $143,652 | $185,200-22.4% | $142,863+0.6% | $167,490-14.2% |
| Participation rate | 20.0% | 78.4%-58.4pp | 71.9%-51.9pp | 82.1%-62.1pp |
| Annual return | 15.57% | 8555.70%-8540.1pp | 5637.54%-5622.0pp | 478.56%-463.0pp |
| Employer contribution / active EE | $18,256 | $5,604+225.7% | $4,144+340.6% | $4,837+277.4% |
| Participant deferral / active EE | $9,196 | $4,494+104.6% | $3,837+139.6% | $6,341+45.0% |
| Admin fee / account holder | $1,404 | $8,031-82.5% | $6,560-78.6% | $12,309-88.6% |