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 | $217,127 | $31,310+593.5% | $53,898+302.9% | $74,304+192.2% |
| Participation rate | 9.7% | 30.7%-21.0pp | 55.0%-45.2pp | 60.3%-50.6pp |
| Annual return | 17.10% | 23.16%-6.1pp | 528.60%-511.5pp | 29.43%-12.3pp |
| Employer contribution / active EE | $280 | $450-37.7% | $932-69.9% | $2,241-87.5% |
| Participant deferral / active EE | $946 | $934+1.3% | $1,826-48.2% | $3,767-74.9% |
| Admin fee / account holder | $3,598 | $2,175+65.4% | $2,491+44.4% | $2,969+21.2% |