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 4-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 | $123,401 | $90,348+36.6% | $75,972+62.4% | $145,922-15.4% |
| Participation rate | 63.6% | 74.5%-10.8pp | 69.1%-5.4pp | 80.3%-16.6pp |
| Annual return | 9.33% | 620.88%-611.5pp | 359.55%-350.2pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,559 | $3,311-22.7% | $2,685-4.7% | $4,660-45.1% |
| Participant deferral / active EE | $10,521 | $5,162+103.8% | $4,255+147.2% | $6,688+57.3% |
| Admin fee / account holder | $1,258 | $8,467-85.1% | $6,467-80.5% | $13,397-90.6% |