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 | $199,203 | $37,426+432.3% | $77,482+157.1% | $79,858+149.4% |
| Participation rate | 21.2% | 41.5%-20.4pp | 54.2%-33.0pp | 69.6%-48.5pp |
| Annual return | 18.44% | 39.70%-21.3pp | 54.79%-36.3pp | 31.71%-13.3pp |
| Employer contribution / active EE | $710 | $637+11.4% | $986-28.1% | $2,471-71.3% |
| Participant deferral / active EE | $1,748 | $1,260+38.7% | $1,861-6.1% | $3,740-53.3% |
| Admin fee / account holder | $996 | $2,504-60.2% | $2,858-65.2% | $5,306-81.2% |