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 | $203,467 | $29,660+586.0% | $56,411+260.7% | $80,856+151.6% |
| Participation rate | 13.9% | 41.6%-27.8pp | 52.5%-38.6pp | 67.6%-53.7pp |
| Annual return | 10.68% | 35.23%-24.6pp | 1701.33%-1690.7pp | 35.59%-24.9pp |
| Employer contribution / active EE | $354 | $669-47.0% | $1,039-65.9% | $2,755-87.1% |
| Participant deferral / active EE | $1,176 | $1,226-4.1% | $1,952-39.7% | $4,296-72.6% |
| Admin fee / account holder | $1,870 | $2,428-23.0% | $2,829-33.9% | $6,918-73.0% |