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 | $249,650 | $58,208+328.9% | $81,812+205.2% | $80,856+208.8% |
| Participation rate | 29.6% | 63.4%-33.8pp | 72.3%-42.7pp | 67.6%-38.0pp |
| Annual return | 44.46% | 41.66%+2.8pp | 773.79%-729.3pp | 35.59%+8.9pp |
| Employer contribution / active EE | $654 | $2,340-72.0% | $2,912-77.5% | $2,755-76.2% |
| Participant deferral / active EE | $1,778 | $3,281-45.8% | $4,319-58.8% | $4,296-58.6% |
| Admin fee / account holder | $809 | $4,981-83.8% | $7,386-89.1% | $6,918-88.3% |