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 | $117,732 | $65,409+80.0% | $98,442+19.6% | $85,850+37.1% |
| Participation rate | 48.0% | 65.0%-17.0pp | 73.3%-25.3pp | 69.3%-21.3pp |
| Annual return | 16.63% | 21.76%-5.1pp | 1492.73%-1476.1pp | 318.53%-301.9pp |
| Employer contribution / active EE | $1,174 | $2,168-45.8% | $2,960-60.3% | $2,565-54.2% |
| Participant deferral / active EE | $2,129 | $3,166-32.8% | $4,276-50.2% | $3,952-46.1% |
| Admin fee / account holder | $9,159 | $4,593+99.4% | $5,949+54.0% | $6,260+46.3% |