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 | $202,672 | $56,053+261.6% | $75,972+166.8% | $80,856+150.7% |
| Participation rate | 50.0% | 62.0%-12.0pp | 69.1%-19.1pp | 67.6%-17.6pp |
| Annual return | 13.61% | 20.53%-6.9pp | 359.55%-345.9pp | 35.59%-22.0pp |
| Employer contribution / active EE | $573 | $1,874-69.4% | $2,685-78.6% | $2,755-79.2% |
| Participant deferral / active EE | $2,962 | $3,052-2.9% | $4,255-30.4% | $4,296-31.0% |
| Admin fee / account holder | $27,600 | $5,234+427.4% | $6,467+326.8% | $6,918+299.0% |