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 | $126,136 | $70,606+78.6% | $53,898+134.0% | $142,382-11.4% |
| Participation rate | 31.8% | 63.7%-31.9pp | 55.0%-23.1pp | 80.1%-48.3pp |
| Annual return | 12.81% | 619.81%-607.0pp | 528.60%-515.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,038 | $1,202+69.5% | $932+118.6% | $4,299-52.6% |
| Participant deferral / active EE | $5,352 | $2,364+126.4% | $1,826+193.1% | $6,507-17.7% |
| Admin fee / account holder | $2,171 | $2,852-23.9% | $2,491-12.9% | $12,624-82.8% |