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 | $47,222 | $65,365-27.8% | $92,893-49.2% | $72,985-35.3% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 34.79% | 42.10%-7.3pp | 109.41%-74.6pp | 81.00%-46.2pp |
| Employer contribution / active EE | $3,577 | $2,594+37.9% | $3,653-2.1% | $2,440+46.6% |
| Participant deferral / active EE | $6,909 | $3,128+120.9% | $4,236+63.1% | $3,607+91.5% |
| Admin fee / account holder | $1,999 | $4,251-53.0% | $5,794-65.5% | $5,124-61.0% |