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 4-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 | $181,984 | $210,648-13.6% | $177,989+2.2% | $145,922+24.7% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 26.90% | 385.86%-359.0pp | 294.48%-267.6pp | 561.29%-534.4pp |
| Employer contribution / active EE | $2,738 | $4,565-40.0% | $3,949-30.7% | $4,660-41.3% |
| Participant deferral / active EE | $13,906 | $6,958+99.9% | $6,276+121.6% | $6,688+107.9% |
| Admin fee / account holder | $6,300 | $12,013-47.6% | $10,363-39.2% | $13,397-53.0% |