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 | $156,751 | $118,427+32.4% | $66,042+137.3% | $142,382+10.1% |
| Participation rate | 63.6% | 68.1%-4.5pp | 67.5%-3.9pp | 80.1%-16.5pp |
| Annual return | 16.28% | 35.57%-19.3pp | 52.11%-35.8pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,632 | $2,570+41.3% | $1,579+130.0% | $4,299-15.5% |
| Participant deferral / active EE | $8,932 | $4,311+107.2% | $2,835+215.0% | $6,507+37.3% |
| Admin fee / account holder | $3,277 | $9,593-65.8% | $5,747-43.0% | $12,624-74.0% |