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 | $123,012 | $58,208+111.3% | $81,812+50.4% | $80,856+52.1% |
| Participation rate | 53.8% | 63.4%-9.6pp | 72.3%-18.5pp | 67.6%-13.8pp |
| Annual return | 30.01% | 41.66%-11.6pp | 773.79%-743.8pp | 35.59%-5.6pp |
| Employer contribution / active EE | $595 | $2,340-74.6% | $2,912-79.6% | $2,755-78.4% |
| Participant deferral / active EE | $1,833 | $3,281-44.1% | $4,319-57.6% | $4,296-57.3% |
| Admin fee / account holder | $17,398 | $4,981+249.3% | $7,386+135.5% | $6,918+151.5% |