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 9-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 | $5,742 | $158,398-96.4% | $126,539-95.5% | $142,382-96.0% |
| Participation rate | 52.6% | 75.8%-23.2pp | 69.8%-17.2pp | 80.1%-27.5pp |
| Annual return | 13.52% | 593.76%-580.2pp | 425.95%-412.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $820 | $4,767-82.8% | $4,083-79.9% | $6,507-87.4% |
| Admin fee / account holder | $351 | $6,918-94.9% | $6,065-94.2% | $12,624-97.2% |