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 | $191,976 | $100,773+90.5% | $88,946+115.8% | $142,382+34.8% |
| Participation rate | 26.7% | 74.3%-47.6pp | 68.8%-42.2pp | 80.1%-53.5pp |
| Annual return | 17.09% | 70.18%-53.1pp | 57.82%-40.7pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,799 | $2,918-38.4% | $2,555-29.6% | $4,299-58.2% |
| Participant deferral / active EE | $7,683 | $5,230+46.9% | $4,581+67.7% | $6,507+18.1% |
| Admin fee / account holder | $804 | $9,693-91.7% | $8,261-90.3% | $12,624-93.6% |