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 | $24,279 | $158,398-84.7% | $126,539-80.8% | $142,382-82.9% |
| Participation rate | 10.0% | 75.8%-65.8pp | 69.8%-59.8pp | 80.1%-70.1pp |
| Annual return | 19.14% | 593.76%-574.6pp | 425.95%-406.8pp | 217.08%-197.9pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $649 | $4,767-86.4% | $4,083-84.1% | $6,507-90.0% |
| Admin fee / account holder | $813 | $6,918-88.3% | $6,065-86.6% | $12,624-93.6% |