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 | $128,184 | $30,400+321.7% | $53,898+137.8% | $84,808+51.1% |
| Participation rate | 47.8% | 46.4%+1.3pp | 55.0%-7.2pp | 68.3%-20.5pp |
| Annual return | 16.55% | 500.19%-483.6pp | 528.60%-512.1pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,435 | $603+138.1% | $932+53.9% | $2,631-45.5% |
| Participant deferral / active EE | $3,494 | $1,199+191.5% | $1,826+91.3% | $4,212-17.0% |
| Admin fee / account holder | $3,438 | $1,993+72.5% | $2,491+38.0% | $7,344-53.2% |