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 | $202,669 | $31,310+547.3% | $53,898+276.0% | $74,304+172.8% |
| Participation rate | 14.9% | 30.7%-15.8pp | 55.0%-40.1pp | 60.3%-45.5pp |
| Annual return | 18.75% | 23.16%-4.4pp | 528.60%-509.9pp | 29.43%-10.7pp |
| Employer contribution / active EE | $584 | $450+29.9% | $932-37.3% | $2,241-73.9% |
| Participant deferral / active EE | $1,521 | $934+62.8% | $1,826-16.7% | $3,767-59.6% |
| Admin fee / account holder | $18,072 | $2,175+730.8% | $2,491+625.6% | $2,969+508.7% |