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 | $131,938 | $37,426+252.5% | $77,482+70.3% | $79,858+65.2% |
| Participation rate | 23.8% | 41.5%-17.7pp | 54.2%-30.4pp | 69.6%-45.8pp |
| Annual return | 12.56% | 39.70%-27.1pp | 54.79%-42.2pp | 31.71%-19.2pp |
| Employer contribution / active EE | $726 | $637+14.0% | $986-26.4% | $2,471-70.6% |
| Participant deferral / active EE | $1,331 | $1,260+5.7% | $1,861-28.5% | $3,740-64.4% |
| Admin fee / account holder | $3,914 | $2,504+56.3% | $2,858+37.0% | $5,306-26.2% |