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 | $33,353 | $102,616-67.5% | $81,983-59.3% | $158,922-79.0% |
| Participation rate | 65.0% | 75.5%-10.5pp | 69.2%-4.2pp | 82.0%-17.0pp |
| Annual return | 11.15% | 61.04%-49.9pp | 41.31%-30.2pp | 302.83%-291.7pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,751 | $4,648-40.8% | $3,722-26.1% | $5,982-54.0% |
| Admin fee / account holder | $448 | $8,235-94.6% | $5,664-92.1% | $11,246-96.0% |