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 | $169,735 | $82,032+106.9% | $123,104+37.9% | $59,632+184.6% |
| Participation rate | 56.3% | 83.2%-27.0pp | 86.8%-30.5pp | 68.7%-12.4pp |
| Annual return | 2.78% | 5.12%-2.3pp | 13.22%-10.4pp | 2041.28%-2038.5pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,422 | $4,667-5.2% | $6,230-29.0% | $3,192+38.6% |
| Admin fee / account holder | $22,458 | $5,881+281.9% | $9,015+149.1% | $4,297+422.6% |