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 | $41,933 | $112,096-62.6% | $95,952-56.3% | $158,922-73.6% |
| Participation rate | 69.6% | 79.0%-9.4pp | 77.1%-7.5pp | 82.0%-12.4pp |
| Annual return | 22.69% | 171.09%-148.4pp | 91.61%-68.9pp | 302.83%-280.1pp |
| Employer contribution / active EE | $2,619 | $3,198-18.1% | $2,541+3.1% | $4,761-45.0% |
| Participant deferral / active EE | $4,745 | $4,784-0.8% | $4,167+13.9% | $5,982-20.7% |
| Admin fee / account holder | $825 | $10,130-91.9% | $6,795-87.9% | $11,246-92.7% |