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 7-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 | $143,651 | $30,400+372.5% | $53,898+166.5% | $84,808+69.4% |
| Participation rate | 18.5% | 46.4%-27.9pp | 55.0%-36.4pp | 68.3%-49.8pp |
| Annual return | 18.58% | 500.19%-481.6pp | 528.60%-510.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $299 | $603-50.5% | $932-68.0% | $2,631-88.6% |
| Participant deferral / active EE | $1,161 | $1,199-3.1% | $1,826-36.4% | $4,212-72.4% |
| Admin fee / account holder | $5,115 | $1,993+156.6% | $2,491+105.4% | $7,344-30.3% |