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 6-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 | $123,320 | $158,398-22.1% | $126,539-2.5% | $142,382-13.4% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 16.48% | 593.76%-577.3pp | 425.95%-409.5pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,220 | $4,650-52.3% | $3,674-39.6% | $4,299-48.4% |
| Participant deferral / active EE | $8,880 | $4,767+86.3% | $4,083+117.5% | $6,507+36.5% |
| Admin fee / account holder | $489 | $6,918-92.9% | $6,065-91.9% | $12,624-96.1% |