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 | $38,315 | $29,660+29.2% | $56,411-32.1% | $80,856-52.6% |
| Participation rate | 32.4% | 41.6%-9.2pp | 52.5%-20.0pp | 67.6%-35.2pp |
| Annual return | 16.96% | 35.23%-18.3pp | 1701.33%-1684.4pp | 35.59%-18.6pp |
| Employer contribution / active EE | $199 | $669-70.3% | $1,039-80.9% | $2,755-92.8% |
| Participant deferral / active EE | $925 | $1,226-24.6% | $1,952-52.6% | $4,296-78.5% |
| Admin fee / account holder | $546 | $2,428-77.5% | $2,829-80.7% | $6,918-92.1% |