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 | $119,160 | $202,432-41.1% | $169,368-29.6% | $139,434-14.5% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 16.13% | 531.74%-515.6pp | 405.60%-389.5pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,200 | $4,692-74.4% | $4,013-70.1% | $4,751-74.7% |
| Participant deferral / active EE | $9,462 | $6,938+36.4% | $6,221+52.1% | $6,710+41.0% |
| Admin fee / account holder | $3,783 | $10,708-64.7% | $9,003-58.0% | $11,403-66.8% |