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 | $63,241 | $202,318-68.7% | $172,739-63.4% | $152,861-58.6% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.4%-49.1pp |
| Annual return | 28.33% | 1029.65%-1001.3pp | 802.84%-774.5pp | 345.32%-317.0pp |
| Employer contribution / active EE | $6,244 | $5,856+6.6% | $5,143+21.4% | $4,762+31.1% |
| Participant deferral / active EE | $2,753 | $5,948-53.7% | $5,198-47.0% | $5,850-52.9% |
| Admin fee / account holder | $456 | $17,109-97.3% | $13,954-96.7% | $11,596-96.1% |