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 | $104,241 | $165,335-37.0% | $149,696-30.4% | $158,922-34.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 19.54% | 348.15%-328.6pp | 276.60%-257.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $7,644 | $5,103+49.8% | $4,644+64.6% | $4,761+60.6% |
| Participant deferral / active EE | $17,152 | $7,181+138.8% | $6,842+150.7% | $5,982+186.7% |
| Admin fee / account holder | $4,231 | $10,807-60.8% | $9,309-54.5% | $11,246-62.4% |