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 10-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 | $113,639 | $99,020+14.8% | $86,590+31.2% | $147,584-23.0% |
| Participation rate | 52.9% | 76.3%-23.4pp | 73.5%-20.6pp | 82.8%-29.9pp |
| Annual return | 17.46% | 1312.34%-1294.9pp | 964.84%-947.4pp | 578.55%-561.1pp |
| Employer contribution / active EE | $3,542 | $3,132+13.1% | $2,839+24.7% | $4,876-27.4% |
| Participant deferral / active EE | $7,579 | $3,972+90.8% | $3,609+110.0% | $5,439+39.4% |
| Admin fee / account holder | $492 | $5,710-91.4% | $4,906-90.0% | $10,885-95.5% |