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 | $95,996 | $53,516+79.4% | $126,539-24.1% | $84,808+13.2% |
| Participation rate | 66.7% | 58.2%+8.4pp | 69.8%-3.2pp | 68.3%-1.6pp |
| Annual return | 23.44% | 58.34%-34.9pp | 425.95%-402.5pp | 40.90%-17.5pp |
| Employer contribution / active EE | $4,624 | $1,535+201.3% | $3,674+25.8% | $2,631+75.7% |
| Participant deferral / active EE | $8,904 | $2,671+233.4% | $4,083+118.1% | $4,212+111.4% |
| Admin fee / account holder | $27,112 | $4,497+503.0% | $6,065+347.1% | $7,344+269.2% |