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 | $167,507 | $39,019+329.3% | $80,716+107.5% | $85,850+95.1% |
| Participation rate | 21.7% | 41.5%-19.8pp | 54.2%-32.4pp | 69.3%-47.6pp |
| Annual return | 12.66% | 26.27%-13.6pp | 87.28%-74.6pp | 318.53%-305.9pp |
| Employer contribution / active EE | $365 | $722-49.4% | $1,160-68.5% | $2,565-85.8% |
| Participant deferral / active EE | $968 | $1,326-27.0% | $2,146-54.9% | $3,952-75.5% |
| Admin fee / account holder | $25,856 | $2,431+963.7% | $3,380+665.0% | $6,260+313.0% |