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 | $151,789 | $115,770+31.1% | $101,248+49.9% | $158,922-4.5% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 13.78% | 56.14%-42.4pp | 46.47%-32.7pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,224 | $4,175-70.7% | $3,660-66.5% | $4,761-74.3% |
| Participant deferral / active EE | $3,933 | $4,957-20.7% | $4,370-10.0% | $5,982-34.3% |
| Admin fee / account holder | $2,943 | $7,245-59.4% | $5,945-50.5% | $11,246-73.8% |