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 6-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 | $107,195 | $96,305+11.3% | $80,569+33.0% | $139,434-23.1% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 17.31% | 1350.08%-1332.8pp | 935.43%-918.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,966 | $3,262-39.7% | $2,723-27.8% | $4,751-58.6% |
| Participant deferral / active EE | $16,401 | $5,232+213.5% | $4,447+268.8% | $6,710+144.4% |
| Admin fee / account holder | $529 | $6,599-92.0% | $5,377-90.2% | $11,403-95.4% |