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 | $33,508 | $39,019-14.1% | $80,716-58.5% | $85,850-61.0% |
| Participation rate | 42.9% | 41.5%+1.3pp | 54.2%-11.3pp | 69.3%-26.5pp |
| Annual return | 17.60% | 26.27%-8.7pp | 87.28%-69.7pp | 318.53%-300.9pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $806 | $1,326-39.2% | $2,146-62.5% | $3,952-79.6% |
| Admin fee / account holder | $996 | $2,431-59.0% | $3,380-70.5% | $6,260-84.1% |