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 | $240,432 | $110,261+118.1% | $95,745+151.1% | $139,434+72.4% |
| Participation rate | 50.0% | 75.8%-25.8pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 21.61% | 27.11%-5.5pp | 28.35%-6.7pp | 372.94%-351.3pp |
| Employer contribution / active EE | $21,785 | $3,257+568.8% | $2,835+668.5% | $4,751+358.5% |
| Participant deferral / active EE | $11,539 | $4,676+146.8% | $4,245+171.8% | $6,710+72.0% |
| Admin fee / account holder | $1,113 | $6,613-83.2% | $5,678-80.4% | $11,403-90.2% |