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 9-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 | $85,109 | $51,576+65.0% | $129,207-34.1% | $80,856+5.3% |
| Participation rate | 57.5% | 57.0%+0.5pp | 69.6%-12.1pp | 67.6%-10.1pp |
| Annual return | 34.33% | 20.81%+13.5pp | 9417.33%-9383.0pp | 35.59%-1.3pp |
| Employer contribution / active EE | $4,140 | $1,584+161.4% | $4,153-0.3% | $2,755+50.3% |
| Participant deferral / active EE | $8,604 | $2,669+222.4% | $4,168+106.5% | $4,296+100.3% |
| Admin fee / account holder | $9,521 | $4,305+121.2% | $7,715+23.4% | $6,918+37.6% |