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 | $102,484 | $210,648-51.3% | $177,989-42.4% | $145,922-29.8% |
| Participation rate | 33.3% | 80.8%-47.4pp | 77.1%-43.8pp | 80.3%-46.9pp |
| Annual return | 13.98% | 385.86%-371.9pp | 294.48%-280.5pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,989 | $4,565-12.6% | $3,949+1.0% | $4,660-14.4% |
| Participant deferral / active EE | $23,410 | $6,958+236.5% | $6,276+273.0% | $6,688+250.0% |
| Admin fee / account holder | $37,263 | $12,013+210.2% | $10,363+259.6% | $13,397+178.1% |