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 7-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 | $25,244 | $98,750-74.4% | $149,696-83.1% | $79,858-68.4% |
| Participation rate | 60.5% | 75.8%-15.2pp | 82.5%-21.9pp | 69.6%-9.1pp |
| Annual return | 45.43% | 27.43%+18.0pp | 276.60%-231.2pp | 31.71%+13.7pp |
| Employer contribution / active EE | $3,692 | $3,216+14.8% | $4,644-20.5% | $2,471+49.4% |
| Participant deferral / active EE | $4,647 | $5,680-18.2% | $6,842-32.1% | $3,740+24.2% |
| Admin fee / account holder | $353 | $6,053-94.2% | $9,309-96.2% | $5,306-93.3% |