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 | $93,781 | $31,310+199.5% | $53,898+74.0% | $74,304+26.2% |
| Participation rate | 6.7% | 30.7%-23.9pp | 55.0%-48.2pp | 60.3%-53.6pp |
| Annual return | 21.76% | 23.16%-1.4pp | 528.60%-506.8pp | 29.43%-7.7pp |
| Employer contribution / active EE | $214 | $450-52.5% | $932-77.1% | $2,241-90.5% |
| Participant deferral / active EE | $843 | $934-9.7% | $1,826-53.8% | $3,767-77.6% |
| Admin fee / account holder | $484 | $2,175-77.8% | $2,491-80.6% | $2,969-83.7% |