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 | $90,797 | $817,678-88.9% | $392,568-76.9% | $152,861-40.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.1%-28.1pp | 82.4%-32.4pp |
| Annual return | 25.00% | 22.84%+2.2pp | 24.42%+0.6pp | 345.32%-320.3pp |
| Employer contribution / active EE | $873 | $5,502-84.1% | $3,783-76.9% | $4,762-81.7% |
| Participant deferral / active EE | $3,357 | $8,398-60.0% | $5,985-43.9% | $5,850-42.6% |
| Admin fee / account holder | $1,306 | $12,095-89.2% | $6,260-79.1% | $11,596-88.7% |