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 | $177,765 | $83,902+111.9% | $167,512+6.1% | $84,808+109.6% |
| Participation rate | 30.0% | 66.5%-36.5pp | 77.1%-47.1pp | 68.3%-38.3pp |
| Annual return | 13.36% | 91.55%-78.2pp | 1615.79%-1602.4pp | 40.90%-27.5pp |
| Employer contribution / active EE | $943 | $2,264-58.3% | $3,882-75.7% | $2,631-64.2% |
| Participant deferral / active EE | $2,292 | $4,442-48.4% | $6,405-64.2% | $4,212-45.6% |
| Admin fee / account holder | $2,053 | $7,915-74.1% | $9,769-79.0% | $7,344-72.0% |