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 | $118,929 | $228,332-47.9% | $185,823-36.0% | $158,922-25.2% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.0%-78.0pp | 82.0%-82.0pp |
| Annual return | 17.61% | 40.80%-23.2pp | 35.95%-18.3pp | 302.83%-285.2pp |
| Employer contribution / active EE | $33,181 | $4,967+568.1% | $4,087+711.8% | $4,761+596.9% |
| Participant deferral / active EE | $33,000 | $6,415+414.5% | $5,632+485.9% | $5,982+451.6% |
| Admin fee / account holder | $1,333 | $11,864-88.8% | $9,500-86.0% | $11,246-88.2% |