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 | $191,054 | $102,966+85.5% | $90,281+111.6% | $152,861+25.0% |
| Participation rate | 46.2% | 75.9%-29.7pp | 73.3%-27.1pp | 82.4%-36.3pp |
| Annual return | 19.02% | 95.16%-76.1pp | 78.10%-59.1pp | 345.32%-326.3pp |
| Employer contribution / active EE | $462 | $3,139-85.3% | $2,854-83.8% | $4,762-90.3% |
| Participant deferral / active EE | $1,440 | $4,281-66.4% | $3,885-62.9% | $5,850-75.4% |
| Admin fee / account holder | $43,981 | $6,171+612.7% | $5,351+721.9% | $11,596+279.3% |