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 | $217,125 | $114,381+89.8% | $107,525+101.9% | $142,382+52.5% |
| Participation rate | 64.3% | 78.1%-13.9pp | 75.1%-10.8pp | 80.1%-15.8pp |
| Annual return | 19.05% | 242.71%-223.7pp | 181.32%-162.3pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,826 | $4,015-29.6% | $3,754-24.7% | $4,299-34.3% |
| Participant deferral / active EE | $7,763 | $5,564+39.5% | $5,116+51.7% | $6,507+19.3% |
| Admin fee / account holder | $4,473 | $9,860-54.6% | $8,919-49.8% | $12,624-64.6% |