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 | $134,506 | $29,660+353.5% | $56,411+138.4% | $80,856+66.4% |
| Participation rate | 23.7% | 41.6%-18.0pp | 52.5%-28.8pp | 67.6%-44.0pp |
| Annual return | 10.75% | 35.23%-24.5pp | 1701.33%-1690.6pp | 35.59%-24.8pp |
| Employer contribution / active EE | $384 | $669-42.7% | $1,039-63.1% | $2,755-86.1% |
| Participant deferral / active EE | $445 | $1,226-63.7% | $1,952-77.2% | $4,296-89.6% |
| Admin fee / account holder | $4,035 | $2,428+66.2% | $2,829+42.6% | $6,918-41.7% |