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 | $142,408 | $34,308+315.1% | $74,701+90.6% | $72,985+95.1% |
| Participation rate | 11.6% | 42.4%-30.8pp | 54.5%-42.8pp | 69.5%-57.9pp |
| Annual return | 31.51% | 26.58%+4.9pp | 752.92%-721.4pp | 81.00%-49.5pp |
| Employer contribution / active EE | $261 | $692-62.2% | $1,084-75.9% | $2,440-89.3% |
| Participant deferral / active EE | $1,202 | $1,271-5.4% | $1,964-38.8% | $3,607-66.7% |
| Admin fee / account holder | $2,822 | $2,124+32.8% | $3,333-15.3% | $5,124-44.9% |