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 | $192,997 | $127,065+51.9% | $113,168+70.5% | $142,382+35.5% |
| Participation rate | 60.0% | 79.2%-19.2pp | 76.6%-16.6pp | 80.1%-20.1pp |
| Annual return | 20.90% | 24.03%-3.1pp | 24.27%-3.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $5,614 | $3,442+63.1% | $2,975+88.7% | $4,299+30.6% |
| Participant deferral / active EE | $15,513 | $5,716+171.4% | $5,107+203.8% | $6,507+138.4% |
| Admin fee / account holder | $910 | $15,736-94.2% | $12,068-92.5% | $12,624-92.8% |