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 | $180,614 | $72,277+149.9% | $101,248+78.4% | $79,858+126.2% |
| Participation rate | 22.6% | 68.5%-45.9pp | 75.8%-53.2pp | 69.6%-47.1pp |
| Annual return | 180.88% | 22.30%+158.6pp | 46.47%+134.4pp | 31.71%+149.2pp |
| Employer contribution / active EE | $929 | $2,692-65.5% | $3,660-74.6% | $2,471-62.4% |
| Participant deferral / active EE | $4,019 | $3,282+22.5% | $4,370-8.0% | $3,740+7.5% |
| Admin fee / account holder | $443 | $4,400-89.9% | $5,945-92.6% | $5,306-91.7% |