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 | $178,629 | $89,753+99.0% | $107,525+66.1% | $84,808+110.6% |
| Participation rate | 28.0% | 68.1%-40.1pp | 75.1%-47.1pp | 68.3%-40.3pp |
| Annual return | 15.38% | 29.48%-14.1pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,123 | $3,113-31.8% | $3,754-43.5% | $2,631-19.3% |
| Participant deferral / active EE | $3,397 | $4,056-16.2% | $5,116-33.6% | $4,212-19.3% |
| Admin fee / account holder | $970 | $7,222-86.6% | $8,919-89.1% | $7,344-86.8% |