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 | $112,626 | $100,852+11.7% | $90,404+24.6% | $158,922-29.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 19.54% | 1724.20%-1704.7pp | 1293.02%-1273.5pp | 302.83%-283.3pp |
| Employer contribution / active EE | $22,276 | $3,689+503.9% | $3,262+582.9% | $4,761+367.9% |
| Participant deferral / active EE | $9,765 | $4,348+124.6% | $3,963+146.4% | $5,982+63.2% |
| Admin fee / account holder | $5,822 | $6,501-10.4% | $5,611+3.8% | $11,246-48.2% |