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 | $166,755 | $202,432-17.6% | $169,368-1.5% | $139,434+19.6% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 11.93% | 531.74%-519.8pp | 405.60%-393.7pp | 372.94%-361.0pp |
| Employer contribution / active EE | $20,250 | $4,692+331.6% | $4,013+404.6% | $4,751+326.2% |
| Participant deferral / active EE | $13,125 | $6,938+89.2% | $6,221+111.0% | $6,710+95.6% |
| Admin fee / account holder | $123,940 | $10,708+1057.4% | $9,003+1276.6% | $11,403+987.0% |