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 | $229,906 | $117,983+94.9% | $101,794+125.9% | $142,382+61.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 24.78% | 36.92%-12.1pp | 30.53%-5.7pp | 217.08%-192.3pp |
| Employer contribution / active EE | $7,275 | $2,773+162.4% | $2,289+217.8% | $4,299+69.2% |
| Participant deferral / active EE | $2,158 | $4,714-54.2% | $4,084-47.2% | $6,507-66.8% |
| Admin fee / account holder | $1,337 | $10,433-87.2% | $8,777-84.8% | $12,624-89.4% |