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 | $202,758 | $83,902+141.7% | $167,512+21.0% | $84,808+139.1% |
| Participation rate | 37.5% | 66.5%-29.0pp | 77.1%-39.6pp | 68.3%-30.8pp |
| Annual return | 13.38% | 91.55%-78.2pp | 1615.79%-1602.4pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,171 | $2,264-48.3% | $3,882-69.8% | $2,631-55.5% |
| Participant deferral / active EE | $2,361 | $4,442-46.9% | $6,405-63.1% | $4,212-43.9% |
| Admin fee / account holder | $12,979 | $7,915+64.0% | $9,769+32.9% | $7,344+76.7% |