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 | $148,461 | $70,428+110.8% | $96,562+53.7% | $85,850+72.9% |
| Participation rate | 57.7% | 61.8%-4.1pp | 69.8%-12.1pp | 69.3%-11.6pp |
| Annual return | 13.16% | 18.59%-5.4pp | 37.78%-24.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $823 | $1,413-41.8% | $2,356-65.1% | $2,565-67.9% |
| Participant deferral / active EE | $1,747 | $2,894-39.6% | $3,849-54.6% | $3,952-55.8% |
| Admin fee / account holder | $24,770 | $4,997+395.7% | $6,181+300.8% | $6,260+295.7% |