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 | $111,130 | $30,400+265.6% | $53,898+106.2% | $84,808+31.0% |
| Participation rate | 23.1% | 46.4%-23.4pp | 55.0%-31.9pp | 68.3%-45.2pp |
| Annual return | 14.94% | 500.19%-485.2pp | 528.60%-513.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $421 | $603-30.2% | $932-54.9% | $2,631-84.0% |
| Participant deferral / active EE | $2,813 | $1,199+134.7% | $1,826+54.1% | $4,212-33.2% |
| Admin fee / account holder | $1,383 | $1,993-30.6% | $2,491-44.5% | $7,344-81.2% |