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 | $34,775 | $202,318-82.8% | $172,739-79.9% | $152,861-77.3% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 24.18% | 1029.65%-1005.5pp | 802.84%-778.7pp | 345.32%-321.1pp |
| Employer contribution / active EE | $7,216 | $5,856+23.2% | $5,143+40.3% | $4,762+51.5% |
| Participant deferral / active EE | $5,604 | $5,948-5.8% | $5,198+7.8% | $5,850-4.2% |
| Admin fee / account holder | $753 | $17,109-95.6% | $13,954-94.6% | $11,596-93.5% |