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 | $211,904 | $76,000+178.8% | $154,107+37.5% | $64,186+230.1% |
| Participation rate | 65.0% | 70.4%-5.4pp | 83.0%-18.0pp | 69.6%-4.6pp |
| Annual return | -4.61% | 30.32%-34.9pp | 735.12%-739.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,582 | $3,351-22.9% | $5,298-51.3% | $2,381+8.5% |
| Participant deferral / active EE | $5,066 | $3,175+59.6% | $5,081-0.3% | $3,470+46.0% |
| Admin fee / account holder | $1,540 | $5,596-72.5% | $13,411-88.5% | $4,888-68.5% |