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 | $199,637 | $148,534+34.4% | $135,903+46.9% | $139,434+43.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 19.49% | 79.19%-59.7pp | 68.23%-48.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $3,114 | $5,243-40.6% | $4,856-35.9% | $4,751-34.5% |
| Participant deferral / active EE | $11,822 | $8,100+46.0% | $7,758+52.4% | $6,710+76.2% |
| Admin fee / account holder | $1,382 | $12,400-88.9% | $10,762-87.2% | $11,403-87.9% |