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 | $157,939 | $30,400+419.5% | $53,898+193.0% | $84,808+86.2% |
| Participation rate | 26.1% | 46.4%-20.4pp | 55.0%-28.9pp | 68.3%-42.2pp |
| Annual return | 23.80% | 500.19%-476.4pp | 528.60%-504.8pp | 40.90%-17.1pp |
| Employer contribution / active EE | $910 | $603+50.9% | $932-2.4% | $2,631-65.4% |
| Participant deferral / active EE | $2,031 | $1,199+69.5% | $1,826+11.2% | $4,212-51.8% |
| Admin fee / account holder | $19,303 | $1,993+868.4% | $2,491+675.0% | $7,344+162.8% |