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 9-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 | $125,365 | $30,400+312.4% | $53,898+132.6% | $84,808+47.8% |
| Participation rate | 20.0% | 46.4%-26.4pp | 55.0%-35.0pp | 68.3%-48.3pp |
| Annual return | 24.09% | 500.19%-476.1pp | 528.60%-504.5pp | 40.90%-16.8pp |
| Employer contribution / active EE | $413 | $603-31.5% | $932-55.7% | $2,631-84.3% |
| Participant deferral / active EE | $1,585 | $1,199+32.3% | $1,826-13.2% | $4,212-62.4% |
| Admin fee / account holder | $1,425 | $1,993-28.5% | $2,491-42.8% | $7,344-80.6% |