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 | $201,622 | $165,984+21.5% | $164,813+22.3% | $145,922+38.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 25.79% | 100.03%-74.2pp | 69.93%-44.1pp | 561.29%-535.5pp |
| Employer contribution / active EE | $6,900 | $5,273+30.9% | $4,341+59.0% | $4,660+48.1% |
| Participant deferral / active EE | $11,500 | $6,959+65.3% | $6,031+90.7% | $6,688+72.0% |
| Admin fee / account holder | $833 | $16,648-95.0% | $12,690-93.4% | $13,397-93.8% |