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 | $144,277 | $27,915+416.8% | $58,482+146.7% | $75,163+92.0% |
| Participation rate | 41.7% | 38.8%+2.8pp | 50.9%-9.2pp | 67.2%-25.5pp |
| Annual return | 15.43% | 44.20%-28.8pp | 4239.32%-4223.9pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,394 | $669+108.3% | $1,053+32.3% | $2,670-47.8% |
| Participant deferral / active EE | $4,586 | $1,201+281.8% | $1,924+138.4% | $4,125+11.2% |
| Admin fee / account holder | $1,374 | $1,726-20.4% | $2,516-45.4% | $5,651-75.7% |