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 | $133,151 | $58,208+128.8% | $81,812+62.8% | $80,856+64.7% |
| Participation rate | 39.4% | 63.4%-24.0pp | 72.3%-32.9pp | 67.6%-28.2pp |
| Annual return | 16.98% | 41.66%-24.7pp | 773.79%-756.8pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,187 | $2,340-49.3% | $2,912-59.2% | $2,755-56.9% |
| Participant deferral / active EE | $2,466 | $3,281-24.8% | $4,319-42.9% | $4,296-42.6% |
| Admin fee / account holder | $25,598 | $4,981+413.9% | $7,386+246.6% | $6,918+270.0% |