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 8-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 | $75,930 | $112,096-32.3% | $95,952-20.9% | $158,922-52.2% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 21.89% | 171.09%-149.2pp | 91.61%-69.7pp | 302.83%-280.9pp |
| Employer contribution / active EE | $15,995 | $3,198+400.1% | $2,541+529.5% | $4,761+235.9% |
| Participant deferral / active EE | $13,300 | $4,784+178.0% | $4,167+219.2% | $5,982+122.3% |
| Admin fee / account holder | $14,376 | $10,130+41.9% | $6,795+111.6% | $11,246+27.8% |