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 6-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 | $32,987 | $31,352+5.2% | - | $85,850-61.6% |
| Participation rate | 21.2% | 45.3%-24.1pp | - | 69.3%-48.1pp |
| Annual return | 28.00% | 13.84%+14.2pp | - | 318.53%-290.5pp |
| Employer contribution / active EE | $0 | $1,148-100.0% | - | $2,565-100.0% |
| Participant deferral / active EE | $1,840 | $1,188+54.8% | - | $3,952-53.4% |
| Admin fee / account holder | $529 | $2,529-79.1% | - | $6,260-91.6% |