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 | $149,503 | $30,400+391.8% | $53,898+177.4% | $84,808+76.3% |
| Participation rate | 13.9% | 46.4%-32.5pp | 55.0%-41.0pp | 68.3%-54.4pp |
| Annual return | 18.97% | 500.19%-481.2pp | 528.60%-509.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $299 | $603-50.4% | $932-67.9% | $2,631-88.6% |
| Participant deferral / active EE | $1,123 | $1,199-6.3% | $1,826-38.5% | $4,212-73.3% |
| Admin fee / account holder | $1,654 | $1,993-17.0% | $2,491-33.6% | $7,344-77.5% |