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 | $187,564 | $118,849+57.8% | $96,562+94.2% | $167,490+12.0% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 17.13% | 50.49%-33.4pp | 37.78%-20.7pp | 478.56%-461.4pp |
| Employer contribution / active EE | $1,954 | $3,120-37.4% | $2,356-17.1% | $4,837-59.6% |
| Participant deferral / active EE | $4,370 | $4,616-5.3% | $3,849+13.5% | $6,341-31.1% |
| Admin fee / account holder | $4,517 | $8,065-44.0% | $6,181-26.9% | $12,309-63.3% |