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 7-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 | $186,594 | $168,632+10.7% | $147,614+26.4% | $125,391+48.8% |
| Participation rate | 0.0% | 88.8%-88.8pp | 84.6%-84.6pp | 83.2%-83.2pp |
| Annual return | 0.51% | 77.65%-77.1pp | 61.98%-61.5pp | 282.22%-281.7pp |
| Employer contribution / active EE | $4,583 | $6,252-26.7% | $5,564-17.6% | $4,866-5.8% |
| Participant deferral / active EE | $10,328 | $5,507+87.5% | $4,895+111.0% | $5,352+93.0% |
| Admin fee / account holder | $6,112 | $13,580-55.0% | $11,611-47.4% | $9,540-35.9% |