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 | $27,193 | $127,065-78.6% | $113,168-76.0% | $142,382-80.9% |
| Participation rate | 0.0% | 79.2%-79.2pp | 76.6%-76.6pp | 80.1%-80.1pp |
| Annual return | 10.97% | 24.03%-13.1pp | 24.27%-13.3pp | 217.08%-206.1pp |
| Employer contribution / active EE | $6,103 | $3,442+77.3% | $2,975+105.1% | $4,299+42.0% |
| Participant deferral / active EE | $8,711 | $5,716+52.4% | $5,107+70.6% | $6,507+33.9% |
| Admin fee / account holder | $2,944 | $15,736-81.3% | $12,068-75.6% | $12,624-76.7% |