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 | $124,559 | $27,915+346.2% | $58,482+113.0% | $75,163+65.7% |
| Participation rate | 14.1% | 38.8%-24.7pp | 50.9%-36.8pp | 67.2%-53.1pp |
| Annual return | 19.30% | 44.20%-24.9pp | 4239.32%-4220.0pp | 160.62%-141.3pp |
| Employer contribution / active EE | $635 | $669-5.1% | $1,053-39.7% | $2,670-76.2% |
| Participant deferral / active EE | $1,002 | $1,201-16.6% | $1,924-47.9% | $4,125-75.7% |
| Admin fee / account holder | $4,365 | $1,726+152.9% | $2,516+73.5% | $5,651-22.8% |