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 | $195,978 | $202,318-3.1% | $172,739+13.5% | $152,861+28.2% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 26.76% | 1029.65%-1002.9pp | 802.84%-776.1pp | 345.32%-318.6pp |
| Employer contribution / active EE | $3,145 | $5,856-46.3% | $5,143-38.8% | $4,762-34.0% |
| Participant deferral / active EE | $6,125 | $5,948+3.0% | $5,198+17.8% | $5,850+4.7% |
| Admin fee / account holder | $1,259 | $17,109-92.6% | $13,954-91.0% | $11,596-89.1% |