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 | $132,220 | $118,849+11.2% | $96,562+36.9% | $167,490-21.1% |
| Participation rate | 58.3% | 75.5%-17.1pp | 69.8%-11.5pp | 82.1%-23.8pp |
| Annual return | 9.36% | 50.49%-41.1pp | 37.78%-28.4pp | 478.56%-469.2pp |
| Employer contribution / active EE | $2,157 | $3,120-30.9% | $2,356-8.5% | $4,837-55.4% |
| Participant deferral / active EE | $5,573 | $4,616+20.7% | $3,849+44.8% | $6,341-12.1% |
| Admin fee / account holder | $49,752 | $8,065+516.9% | $6,181+704.9% | $12,309+304.2% |