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 | $33,425 | $34,308-2.6% | $74,701-55.3% | $72,985-54.2% |
| Participation rate | 40.4% | 42.4%-1.9pp | 54.5%-14.0pp | 69.5%-29.0pp |
| Annual return | 20.23% | 26.58%-6.3pp | 752.92%-732.7pp | 81.00%-60.8pp |
| Employer contribution / active EE | $404 | $692-41.6% | $1,084-62.7% | $2,440-83.4% |
| Participant deferral / active EE | $525 | $1,271-58.7% | $1,964-73.3% | $3,607-85.4% |
| Admin fee / account holder | $1,517 | $2,124-28.6% | $3,333-54.5% | $5,124-70.4% |