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 9-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 | $25,181 | $117,841-78.6% | $102,423-75.4% | $145,922-82.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 13.13% | 31.65%-18.5pp | 29.32%-16.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,846 | $3,615-48.9% | $3,023-38.9% | $4,660-60.4% |
| Participant deferral / active EE | $2,651 | $5,731-53.7% | $5,053-47.5% | $6,688-60.4% |
| Admin fee / account holder | $2,621 | $13,326-80.3% | $9,451-72.3% | $13,397-80.4% |