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 | $154,548 | $55,415+178.9% | $155,509-0.6% | $74,495+107.5% |
| Participation rate | 33.3% | 61.9%-28.6pp | 78.2%-44.9pp | 67.2%-33.9pp |
| Annual return | 16.70% | 268.50%-251.8pp | 64.67%-48.0pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $637 | $2,267-71.9% | $4,672-86.4% | $2,623-75.7% |
| Participant deferral / active EE | $1,517 | $2,836-46.5% | $5,626-73.0% | $4,346-65.1% |
| Admin fee / account holder | $2,884 | $1,738+65.9% | $15,912-81.9% | $1,942+48.5% |