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 | $42,163 | $110,502-61.8% | $80,716-47.8% | $167,490-74.8% |
| Participation rate | 30.0% | 64.0%-34.0pp | 54.2%-24.2pp | 82.1%-52.1pp |
| Annual return | 11.67% | 120.54%-108.9pp | 87.28%-75.6pp | 478.56%-466.9pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,314 | $2,871-54.2% | $2,146-38.8% | $6,341-79.3% |
| Admin fee / account holder | $660 | $4,545-85.5% | $3,380-80.5% | $12,309-94.6% |