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 | $43,698 | $124,185-64.8% | $108,410-59.7% | $167,490-73.9% |
| Participation rate | 30.0% | 82.3%-52.3pp | 80.1%-50.1pp | 82.1%-52.1pp |
| Annual return | 20.09% | 1379.64%-1359.5pp | 905.27%-885.2pp | 478.56%-458.5pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,918 | $6,908-57.8% | $6,563-55.5% | $6,341-54.0% |
| Admin fee / account holder | $2,598 | $9,455-72.5% | $7,295-64.4% | $12,309-78.9% |