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 | $247,198 | $121,625+103.2% | $104,607+136.3% | $158,922+55.5% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 24.83% | 465.26%-440.4pp | 340.46%-315.6pp | 302.83%-278.0pp |
| Employer contribution / active EE | $5,071 | $3,163+60.3% | $2,681+89.2% | $4,761+6.5% |
| Participant deferral / active EE | $13,339 | $4,177+219.3% | $3,740+256.7% | $5,982+123.0% |
| Admin fee / account holder | $10,238 | $7,787+31.5% | $6,473+58.2% | $11,246-9.0% |