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 | $108,192 | $165,335-34.6% | $149,696-27.7% | $158,922-31.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 70.55% | 348.15%-277.6pp | 276.60%-206.1pp | 302.83%-232.3pp |
| Employer contribution / active EE | $2,384 | $5,103-53.3% | $4,644-48.7% | $4,761-49.9% |
| Participant deferral / active EE | $9,719 | $7,181+35.3% | $6,842+42.0% | $5,982+62.5% |
| Admin fee / account holder | $723 | $10,807-93.3% | $9,309-92.2% | $11,246-93.6% |