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 | $195,136 | $107,452+81.6% | $91,541+113.2% | $142,382+37.1% |
| Participation rate | 38.5% | 75.1%-36.6pp | 69.8%-31.3pp | 80.1%-41.7pp |
| Annual return | 17.38% | 22.06%-4.7pp | 20.50%-3.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,554 | $2,994-14.7% | $2,505+2.0% | $4,299-40.6% |
| Participant deferral / active EE | $6,554 | $4,754+37.9% | $4,008+63.5% | $6,507+0.7% |
| Admin fee / account holder | $1,623 | $8,834-81.6% | $6,956-76.7% | $12,624-87.1% |