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 | $95,585 | $29,660+222.3% | $56,411+69.4% | $80,856+18.2% |
| Participation rate | 27.6% | 41.6%-14.1pp | 52.5%-24.9pp | 67.6%-40.1pp |
| Annual return | 32.99% | 35.23%-2.2pp | 1701.33%-1668.3pp | 35.59%-2.6pp |
| Employer contribution / active EE | $513 | $669-23.4% | $1,039-50.6% | $2,755-81.4% |
| Participant deferral / active EE | $1,956 | $1,226+59.6% | $1,952+0.2% | $4,296-54.5% |
| Admin fee / account holder | $2,915 | $2,428+20.1% | $2,829+3.1% | $6,918-57.9% |