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 | $22,522 | $91,190-75.3% | $178,490-87.4% | $79,858-71.8% |
| Participation rate | 68.8% | 69.2%-0.5pp | 81.9%-13.2pp | 69.6%-0.9pp |
| Annual return | 25.04% | 24.19%+0.9pp | 151.07%-126.0pp | 31.71%-6.7pp |
| Employer contribution / active EE | $5,519 | $3,256+69.5% | $5,011+10.2% | $2,471+123.4% |
| Participant deferral / active EE | $2,826 | $3,236-12.7% | $5,202-45.7% | $3,740-24.4% |
| Admin fee / account holder | $1,116 | $6,751-83.5% | $13,984-92.0% | $5,306-79.0% |