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 | $92,045 | $105,126-12.4% | $94,646-2.7% | $139,434-34.0% |
| Participation rate | 40.0% | 82.4%-42.4pp | 80.8%-40.8pp | 80.3%-40.3pp |
| Annual return | 17.59% | 38.03%-20.4pp | 156.71%-139.1pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,935 | $4,106-52.9% | $3,672-47.3% | $4,751-59.3% |
| Participant deferral / active EE | $4,812 | $7,599-36.7% | $7,418-35.1% | $6,710-28.3% |
| Admin fee / account holder | $2,033 | $8,984-77.4% | $7,231-71.9% | $11,403-82.2% |