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 | $125,257 | $89,753+39.6% | $107,525+16.5% | $84,808+47.7% |
| Participation rate | 16.4% | 68.1%-51.6pp | 75.1%-58.7pp | 68.3%-51.9pp |
| Annual return | 16.24% | 29.48%-13.2pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $889 | $3,113-71.4% | $3,754-76.3% | $2,631-66.2% |
| Participant deferral / active EE | $1,809 | $4,056-55.4% | $5,116-64.6% | $4,212-57.1% |
| Admin fee / account holder | $406 | $7,222-94.4% | $8,919-95.5% | $7,344-94.5% |