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 | $115,504 | $30,588+277.6% | $53,898+114.3% | $85,563+35.0% |
| Participation rate | 8.9% | 26.3%-17.5pp | 55.0%-46.1pp | 66.0%-57.1pp |
| Annual return | 17.96% | 50.42%-32.5pp | 528.60%-510.6pp | 31.51%-13.6pp |
| Employer contribution / active EE | $239 | $436-45.2% | $932-74.4% | $2,654-91.0% |
| Participant deferral / active EE | $381 | $848-55.0% | $1,826-79.1% | $4,375-91.3% |
| Admin fee / account holder | $2,059 | $1,879+9.6% | $2,491-17.4% | $834+146.8% |