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 6-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 | $88,718 | $185,822-52.3% | $169,993-47.8% | $139,434-36.4% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 13.00% | 60.50%-47.5pp | 53.37%-40.4pp | 372.94%-359.9pp |
| Employer contribution / active EE | $5,790 | $7,590-23.7% | $6,785-14.7% | $4,751+21.9% |
| Participant deferral / active EE | $15,675 | $11,622+34.9% | $10,408+50.6% | $6,710+133.6% |
| Admin fee / account holder | $541 | $15,381-96.5% | $12,815-95.8% | $11,403-95.3% |