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 | $162,559 | $113,339+43.4% | $94,993+71.1% | $147,584+10.1% |
| Participation rate | 11.1% | 78.0%-66.9pp | 73.9%-62.8pp | 82.8%-71.7pp |
| Annual return | 15.66% | 20.77%-5.1pp | 27.12%-11.5pp | 578.55%-562.9pp |
| Employer contribution / active EE | $323 | $3,160-89.8% | $2,603-87.6% | $4,876-93.4% |
| Participant deferral / active EE | $1,244 | $3,777-67.1% | $3,317-62.5% | $5,439-77.1% |
| Admin fee / account holder | $42,186 | $6,063+595.8% | $4,960+750.5% | $10,885+287.6% |