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 | $174,489 | $102,604+70.1% | $86,188+102.5% | $139,434+25.1% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.0%-26.1pp | 80.3%-37.5pp |
| Annual return | 17.30% | 1922.51%-1905.2pp | 1168.45%-1151.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,444 | $3,032-52.4% | $2,380-39.3% | $4,751-69.6% |
| Participant deferral / active EE | $2,889 | $4,676-38.2% | $3,985-27.5% | $6,710-57.0% |
| Admin fee / account holder | $18,659 | $8,657+115.5% | $6,852+172.3% | $11,403+63.6% |