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 | $101,167 | $72,400+39.7% | $67,502+49.9% | $145,922-30.7% |
| Participation rate | 57.1% | 76.9%-19.7pp | 72.9%-15.7pp | 80.3%-23.1pp |
| Annual return | 12.81% | 7182.46%-7169.6pp | 3512.12%-3499.3pp | 561.29%-548.5pp |
| Employer contribution / active EE | $4,897 | $3,069+59.6% | $2,731+79.3% | $4,660+5.1% |
| Participant deferral / active EE | $13,325 | $4,783+178.6% | $4,000+233.1% | $6,688+99.2% |
| Admin fee / account holder | $1,706 | $5,539-69.2% | $3,998-57.3% | $13,397-87.3% |