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 | $243,178 | $177,572+36.9% | $154,803+57.1% | $142,382+70.8% |
| Participation rate | 44.4% | 82.1%-37.6pp | 78.1%-33.6pp | 80.1%-35.7pp |
| Annual return | 16.83% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,929 | $4,810-18.3% | $4,305-8.7% | $4,299-8.6% |
| Participant deferral / active EE | $6,423 | $6,272+2.4% | $5,540+15.9% | $6,507-1.3% |
| Admin fee / account holder | $13,770 | $16,786-18.0% | $14,329-3.9% | $12,624+9.1% |