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 | $189,029 | $100,754+87.6% | $86,677+118.1% | $134,475+40.6% |
| Participation rate | 61.5% | 78.9%-17.4pp | 76.6%-15.0pp | 81.2%-19.7pp |
| Annual return | 24.37% | 29.04%-4.7pp | 35.91%-11.5pp | 417.96%-393.6pp |
| Employer contribution / active EE | $1,363 | $3,489-61.0% | $2,836-52.0% | $4,740-71.3% |
| Participant deferral / active EE | $1,737 | $5,338-67.5% | $4,656-62.7% | $6,400-72.9% |
| Admin fee / account holder | $2,326 | $10,926-78.7% | $7,493-69.0% | $11,426-79.6% |