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 10-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 | $126,223 | $72,400+74.3% | $67,502+87.0% | $145,922-13.5% |
| Participation rate | 38.9% | 76.9%-38.0pp | 72.9%-34.0pp | 80.3%-41.4pp |
| Annual return | 17.42% | 7182.46%-7165.0pp | 3512.12%-3494.7pp | 561.29%-543.9pp |
| Employer contribution / active EE | $866 | $3,069-71.8% | $2,731-68.3% | $4,660-81.4% |
| Participant deferral / active EE | $2,032 | $4,783-57.5% | $4,000-49.2% | $6,688-69.6% |
| Admin fee / account holder | $356 | $5,539-93.6% | $3,998-91.1% | $13,397-97.3% |