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 | $153,226 | $99,079+54.7% | $77,999+96.4% | $273,961-44.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.5%-8.9pp | 83.0%-16.3pp |
| Annual return | 6.50% | 217.93%-211.4pp | 425.96%-419.5pp | 41.45%-35.0pp |
| Employer contribution / active EE | $3,204 | $3,308-3.1% | $2,470+29.7% | $4,869-34.2% |
| Participant deferral / active EE | $5,676 | $4,306+31.8% | $3,497+62.3% | $5,287+7.4% |
| Admin fee / account holder | $30,669 | $8,954+242.5% | $5,480+459.6% | $10,132+202.7% |