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 7-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 | $238,004 | $197,591+20.5% | $177,821+33.8% | $158,922+49.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 40.68% | 58.76%-18.1pp | 48.32%-7.6pp | 302.83%-262.1pp |
| Employer contribution / active EE | $15,188 | $6,697+126.8% | $5,918+156.6% | $4,761+219.0% |
| Participant deferral / active EE | $9,347 | $8,405+11.2% | $7,714+21.2% | $5,982+56.2% |
| Admin fee / account holder | $1,453 | $15,399-90.6% | $12,427-88.3% | $11,246-87.1% |