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 | $203,734 | $99,877+104.0% | $84,966+139.8% | $145,922+39.6% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 14.62% | 83.76%-69.1pp | 66.38%-51.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $6,219 | $3,231+92.4% | $2,727+128.0% | $4,660+33.5% |
| Participant deferral / active EE | $14,547 | $5,291+175.0% | $4,519+221.9% | $6,688+117.5% |
| Admin fee / account holder | $8,593 | $7,248+18.6% | $6,149+39.8% | $13,397-35.9% |