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 | $154,039 | $127,065+21.2% | $113,168+36.1% | $142,382+8.2% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 11.83% | 24.03%-12.2pp | 24.27%-12.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $4,588 | $3,442+33.3% | $2,975+54.2% | $4,299+6.7% |
| Participant deferral / active EE | $11,615 | $5,716+103.2% | $5,107+127.4% | $6,507+78.5% |
| Admin fee / account holder | $1,130 | $15,736-92.8% | $12,068-90.6% | $12,624-91.0% |