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 | $208,233 | $209,411-0.6% | $178,490+16.7% | $158,922+31.0% |
| Participation rate | 62.5% | 86.3%-23.8pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 22.52% | 188.75%-166.2pp | 151.07%-128.5pp | 302.83%-280.3pp |
| Employer contribution / active EE | $12,877 | $5,706+125.7% | $5,011+157.0% | $4,761+170.5% |
| Participant deferral / active EE | $7,431 | $5,954+24.8% | $5,202+42.9% | $5,982+24.2% |
| Admin fee / account holder | $4,307 | $17,074-74.8% | $13,984-69.2% | $11,246-61.7% |