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 | $91,762 | $89,753+2.2% | $107,525-14.7% | $84,808+8.2% |
| Participation rate | 0.0% | 68.1%-68.1pp | 75.1%-75.1pp | 68.3%-68.3pp |
| Annual return | 15.24% | 29.48%-14.2pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,749 | $3,113-43.8% | $3,754-53.4% | $2,631-33.5% |
| Participant deferral / active EE | $3,021 | $4,056-25.5% | $5,116-40.9% | $4,212-28.3% |
| Admin fee / account holder | $1,154 | $7,222-84.0% | $8,919-87.1% | $7,344-84.3% |