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 8-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 | $183,877 | $48,795+276.8% | $65,493+180.8% | $84,808+116.8% |
| Participation rate | 67.9% | 67.0%+0.9pp | 73.1%-5.2pp | 68.3%-0.5pp |
| Annual return | 12.38% | 20.20%-7.8pp | 982.45%-970.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,412 | $1,930-26.8% | $2,574-45.2% | $2,631-46.3% |
| Participant deferral / active EE | $7,849 | $2,928+168.0% | $3,961+98.2% | $4,212+86.4% |
| Admin fee / account holder | $1,067 | $3,877-72.5% | $5,028-78.8% | $7,344-85.5% |