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 | $217,467 | $29,660+633.2% | $56,411+285.5% | $80,856+169.0% |
| Participation rate | 17.9% | 41.6%-23.8pp | 52.5%-34.6pp | 67.6%-49.8pp |
| Annual return | 16.85% | 35.23%-18.4pp | 1701.33%-1684.5pp | 35.59%-18.7pp |
| Employer contribution / active EE | $471 | $669-29.6% | $1,039-54.6% | $2,755-82.9% |
| Participant deferral / active EE | $1,946 | $1,226+58.8% | $1,952-0.3% | $4,296-54.7% |
| Admin fee / account holder | $5,761 | $2,428+137.3% | $2,829+103.7% | $6,918-16.7% |