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 | $197,226 | $29,660+565.0% | $56,411+249.6% | $80,856+143.9% |
| Participation rate | 19.5% | 41.6%-22.2pp | 52.5%-33.0pp | 67.6%-48.2pp |
| Annual return | 11.91% | 35.23%-23.3pp | 1701.33%-1689.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $248 | $669-63.0% | $1,039-76.1% | $2,755-91.0% |
| Participant deferral / active EE | $1,181 | $1,226-3.7% | $1,952-39.5% | $4,296-72.5% |
| Admin fee / account holder | $24,550 | $2,428+911.3% | $2,829+767.9% | $6,918+254.9% |