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 4-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 | $240,177 | $169,032+42.1% | $129,207+85.9% | $145,922+64.6% |
| Participation rate | 63.6% | 76.4%-12.8pp | 69.6%-6.0pp | 80.3%-16.6pp |
| Annual return | 11.36% | 14330.11%-14318.8pp | 9417.33%-9406.0pp | 561.29%-549.9pp |
| Employer contribution / active EE | $6,000 | $5,537+8.4% | $4,153+44.5% | $4,660+28.8% |
| Participant deferral / active EE | $9,036 | $4,987+81.2% | $4,168+116.8% | $6,688+35.1% |
| Admin fee / account holder | $4,041 | $9,954-59.4% | $7,715-47.6% | $13,397-69.8% |