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 3-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 | $123,718 | $102,317+20.9% | $146,958-15.8% | $80,856+53.0% |
| Participation rate | 36.6% | 75.8%-39.2pp | 82.2%-45.5pp | 67.6%-31.0pp |
| Annual return | 12.85% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,859 | $3,713-49.9% | $4,933-62.3% | $2,755-32.5% |
| Participant deferral / active EE | $3,344 | $6,644-49.7% | $8,070-58.6% | $4,296-22.2% |
| Admin fee / account holder | $2,537 | $7,941-68.1% | $12,998-80.5% | $6,918-63.3% |