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 | $167,854 | $117,983+42.3% | $101,794+64.9% | $142,382+17.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 20.28% | 36.92%-16.6pp | 30.53%-10.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $10,463 | $2,773+277.4% | $2,289+357.1% | $4,299+143.4% |
| Participant deferral / active EE | $2,474 | $4,714-47.5% | $4,084-39.4% | $6,507-62.0% |
| Admin fee / account holder | $1,438 | $10,433-86.2% | $8,777-83.6% | $12,624-88.6% |