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 | $145,367 | $159,901-9.1% | $146,958-1.1% | $145,922-0.4% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 15.10% | 98.13%-83.0pp | 418.34%-403.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $4,879 | $5,286-7.7% | $4,933-1.1% | $4,660+4.7% |
| Participant deferral / active EE | $5,582 | $8,428-33.8% | $8,070-30.8% | $6,688-16.5% |
| Admin fee / account holder | $1,579 | $15,044-89.5% | $12,998-87.9% | $13,397-88.2% |