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 | $194,959 | $74,888+160.3% | $71,209+173.8% | $142,382+36.9% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.1%-40.1pp |
| Annual return | 17.65% | 345.14%-327.5pp | 282.51%-264.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $889 | $2,854-68.9% | $2,721-67.3% | $4,299-79.3% |
| Participant deferral / active EE | $6,419 | $4,454+44.1% | $4,175+53.7% | $6,507-1.4% |
| Admin fee / account holder | $1,390 | $5,568-75.0% | $5,349-74.0% | $12,624-89.0% |