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 | $89,318 | $54,705+63.3% | $71,209+25.4% | $84,808+5.3% |
| Participation rate | 56.5% | 64.1%-7.5pp | 73.8%-17.2pp | 68.3%-11.8pp |
| Annual return | 14.42% | 35.90%-21.5pp | 282.51%-268.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,788 | $2,158+75.6% | $2,721+39.2% | $2,631+44.0% |
| Participant deferral / active EE | $7,497 | $3,030+147.4% | $4,175+79.6% | $4,212+78.0% |
| Admin fee / account holder | $18,845 | $4,863+287.5% | $5,349+252.3% | $7,344+156.6% |