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 | $176,165 | $64,324+173.9% | $118,925+48.1% | $79,858+120.6% |
| Participation rate | 26.1% | 64.9%-38.8pp | 75.4%-49.3pp | 69.6%-43.5pp |
| Annual return | 34.38% | 86.45%-52.1pp | 35.88%-1.5pp | 31.71%+2.7pp |
| Employer contribution / active EE | $1,834 | $1,836-0.1% | $3,263-43.8% | $2,471-25.8% |
| Participant deferral / active EE | $1,940 | $2,824-31.3% | $4,265-54.5% | $3,740-48.1% |
| Admin fee / account holder | $9,708 | $4,040+140.3% | $6,581+47.5% | $5,306+82.9% |