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 | $144,545 | $51,576+180.3% | $129,207+11.9% | $80,856+78.8% |
| Participation rate | 23.4% | 57.0%-33.6pp | 69.6%-46.2pp | 67.6%-44.2pp |
| Annual return | 17.19% | 20.81%-3.6pp | 9417.33%-9400.1pp | 35.59%-18.4pp |
| Employer contribution / active EE | $329 | $1,584-79.2% | $4,153-92.1% | $2,755-88.1% |
| Participant deferral / active EE | $1,015 | $2,669-62.0% | $4,168-75.7% | $4,296-76.4% |
| Admin fee / account holder | $4,702 | $4,305+9.2% | $7,715-39.0% | $6,918-32.0% |