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 | $168,843 | $117,381+43.8% | $99,443+69.8% | $152,861+10.5% |
| Participation rate | 40.0% | 77.5%-37.5pp | 73.8%-33.8pp | 82.4%-42.4pp |
| Annual return | 25.61% | 31.87%-6.3pp | 30.72%-5.1pp | 345.32%-319.7pp |
| Employer contribution / active EE | $1,374 | $3,013-54.4% | $2,540-45.9% | $4,762-71.2% |
| Participant deferral / active EE | $6,490 | $4,086+58.8% | $3,619+79.3% | $5,850+10.9% |
| Admin fee / account holder | $909 | $7,631-88.1% | $6,250-85.5% | $11,596-92.2% |