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 | $134,667 | $54,705+146.2% | $71,209+89.1% | $84,808+58.8% |
| Participation rate | 31.0% | 64.1%-33.0pp | 73.8%-42.7pp | 68.3%-37.3pp |
| Annual return | 75.13% | 35.90%+39.2pp | 282.51%-207.4pp | 40.90%+34.2pp |
| Employer contribution / active EE | $1,210 | $2,158-43.9% | $2,721-55.5% | $2,631-54.0% |
| Participant deferral / active EE | $1,963 | $3,030-35.2% | $4,175-53.0% | $4,212-53.4% |
| Admin fee / account holder | $1,497 | $4,863-69.2% | $5,349-72.0% | $7,344-79.6% |