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 | $179,075 | $109,881+63.0% | $150,045+19.3% | $84,808+111.2% |
| Participation rate | 61.0% | 76.1%-15.1pp | 82.3%-21.3pp | 68.3%-7.3pp |
| Annual return | 17.39% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $866 | $3,561-75.7% | $4,693-81.5% | $2,631-67.1% |
| Participant deferral / active EE | $9,848 | $6,636+48.4% | $7,997+23.1% | $4,212+133.8% |
| Admin fee / account holder | $12,970 | $8,568+51.4% | $13,435-3.5% | $7,344+76.6% |