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 | $192,826 | $102,966+87.3% | $90,281+113.6% | $152,861+26.1% |
| Participation rate | 9.5% | 75.9%-66.3pp | 73.3%-63.7pp | 82.4%-72.9pp |
| Annual return | 21.00% | 95.16%-74.2pp | 78.10%-57.1pp | 345.32%-324.3pp |
| Employer contribution / active EE | $510 | $3,139-83.8% | $2,854-82.1% | $4,762-89.3% |
| Participant deferral / active EE | $1,363 | $4,281-68.2% | $3,885-64.9% | $5,850-76.7% |
| Admin fee / account holder | $3,378 | $6,171-45.3% | $5,351-36.9% | $11,596-70.9% |