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 | $170,578 | $115,770+47.3% | $101,248+68.5% | $158,922+7.3% |
| Participation rate | 45.5% | 79.4%-33.9pp | 75.8%-30.4pp | 82.0%-36.5pp |
| Annual return | 14.15% | 56.14%-42.0pp | 46.47%-32.3pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,197 | $4,175-71.3% | $3,660-67.3% | $4,761-74.9% |
| Participant deferral / active EE | $5,159 | $4,957+4.1% | $4,370+18.1% | $5,982-13.8% |
| Admin fee / account holder | $615 | $7,245-91.5% | $5,945-89.7% | $11,246-94.5% |