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 | $179,371 | $29,660+504.8% | $56,411+218.0% | $80,856+121.8% |
| Participation rate | 29.8% | 41.6%-11.9pp | 52.5%-22.7pp | 67.6%-37.9pp |
| Annual return | 10.81% | 35.23%-24.4pp | 1701.33%-1690.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,018 | $669+52.0% | $1,039-2.0% | $2,755-63.1% |
| Participant deferral / active EE | $3,527 | $1,226+187.7% | $1,952+80.7% | $4,296-17.9% |
| Admin fee / account holder | $2,280 | $2,428-6.1% | $2,829-19.4% | $6,918-67.0% |