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 | $92,993 | $72,400+28.4% | $67,502+37.8% | $145,922-36.3% |
| Participation rate | 45.5% | 76.9%-31.4pp | 72.9%-27.4pp | 80.3%-34.8pp |
| Annual return | 20.05% | 7182.46%-7162.4pp | 3512.12%-3492.1pp | 561.29%-541.2pp |
| Employer contribution / active EE | $2,547 | $3,069-17.0% | $2,731-6.7% | $4,660-45.3% |
| Participant deferral / active EE | $5,928 | $4,783+23.9% | $4,000+48.2% | $6,688-11.4% |
| Admin fee / account holder | $1,424 | $5,539-74.3% | $3,998-64.4% | $13,397-89.4% |