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 | $91,357 | $77,145+18.4% | $108,410-15.7% | $85,850+6.4% |
| Participation rate | 67.9% | 74.7%-6.8pp | 80.1%-12.3pp | 69.3%-1.5pp |
| Annual return | 18.56% | 44.54%-26.0pp | 905.27%-886.7pp | 318.53%-300.0pp |
| Employer contribution / active EE | $2,480 | $2,379+4.2% | $3,558-30.3% | $2,565-3.3% |
| Participant deferral / active EE | $3,647 | $5,566-34.5% | $6,563-44.4% | $3,952-7.7% |
| Admin fee / account holder | $5,170 | $5,1720% | $7,295-29.1% | $6,260-17.4% |