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 | $80,920 | $31,310+158.4% | $53,898+50.1% | $74,304+8.9% |
| Participation rate | 21.2% | 30.7%-9.5pp | 55.0%-33.8pp | 60.3%-39.2pp |
| Annual return | 17.74% | 23.16%-5.4pp | 528.60%-510.9pp | 29.43%-11.7pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $533 | $934-42.9% | $1,826-70.8% | $3,767-85.8% |
| Admin fee / account holder | $6,975 | $2,175+220.6% | $2,491+180.0% | $2,969+134.9% |