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 | $148,213 | $100,773+47.1% | $88,946+66.6% | $142,382+4.1% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.8%-11.7pp | 80.1%-23.0pp |
| Annual return | 18.50% | 70.18%-51.7pp | 57.82%-39.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,230 | $2,918-23.6% | $2,555-12.7% | $4,299-48.1% |
| Participant deferral / active EE | $4,053 | $5,230-22.5% | $4,581-11.5% | $6,507-37.7% |
| Admin fee / account holder | $728 | $9,693-92.5% | $8,261-91.2% | $12,624-94.2% |