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 8-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 | $211,055 | $159,602+32.2% | $150,045+40.7% | $142,382+48.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.3%-19.8pp | 80.1%-17.6pp |
| Annual return | 15.96% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,739 | $4,961-44.8% | $4,693-41.6% | $4,299-36.3% |
| Participant deferral / active EE | $7,030 | $8,310-15.4% | $7,997-12.1% | $6,507+8.0% |
| Admin fee / account holder | $1,942 | $14,846-86.9% | $13,435-85.5% | $12,624-84.6% |