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 | $118,954 | $37,426+217.8% | $77,482+53.5% | $79,858+49.0% |
| Participation rate | 10.8% | 41.5%-30.7pp | 54.2%-43.4pp | 69.6%-58.8pp |
| Annual return | 10.32% | 39.70%-29.4pp | 54.79%-44.5pp | 31.71%-21.4pp |
| Employer contribution / active EE | $364 | $637-42.9% | $986-63.1% | $2,471-85.3% |
| Participant deferral / active EE | $1,401 | $1,260+11.2% | $1,861-24.7% | $3,740-62.6% |
| Admin fee / account holder | $31,361 | $2,504+1152.4% | $2,858+997.4% | $5,306+491.0% |