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 | $175,704 | $37,426+369.5% | $77,482+126.8% | $79,858+120.0% |
| Participation rate | 12.8% | 41.5%-28.7pp | 54.2%-41.4pp | 69.6%-56.8pp |
| Annual return | 15.71% | 39.70%-24.0pp | 54.79%-39.1pp | 31.71%-16.0pp |
| Employer contribution / active EE | $379 | $637-40.4% | $986-61.5% | $2,471-84.6% |
| Participant deferral / active EE | $1,441 | $1,260+14.4% | $1,861-22.6% | $3,740-61.5% |
| Admin fee / account holder | $619 | $2,504-75.3% | $2,858-78.3% | $5,306-88.3% |