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 | $45,167 | $112,096-59.7% | $95,952-52.9% | $158,922-71.6% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 22.75% | 171.09%-148.3pp | 91.61%-68.9pp | 302.83%-280.1pp |
| Employer contribution / active EE | $4,234 | $3,198+32.4% | $2,541+66.6% | $4,761-11.1% |
| Participant deferral / active EE | $10,070 | $4,784+110.5% | $4,167+141.7% | $5,982+68.3% |
| Admin fee / account holder | $391 | $10,130-96.1% | $6,795-94.2% | $11,246-96.5% |