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 | $9,720 | $39,019-75.1% | $80,716-88.0% | $85,850-88.7% |
| Participation rate | 30.6% | 41.5%-10.9pp | 54.2%-23.6pp | 69.3%-38.7pp |
| Annual return | 16.74% | 26.27%-9.5pp | 87.28%-70.5pp | 318.53%-301.8pp |
| Employer contribution / active EE | $315 | $722-56.3% | $1,160-72.8% | $2,565-87.7% |
| Participant deferral / active EE | $810 | $1,326-38.9% | $2,146-62.2% | $3,952-79.5% |
| Admin fee / account holder | $1,000 | $2,431-58.9% | $3,380-70.4% | $6,260-84.0% |