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 | $14,001 | $88,751-84.2% | $81,812-82.9% | $145,922-90.4% |
| Participation rate | 57.9% | 75.0%-17.1pp | 72.3%-14.4pp | 80.3%-22.4pp |
| Annual return | 11.16% | 1025.40%-1014.2pp | 773.79%-762.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $372 | $3,083-87.9% | $2,912-87.2% | $4,660-92.0% |
| Participant deferral / active EE | $1,055 | $4,643-77.3% | $4,319-75.6% | $6,688-84.2% |
| Admin fee / account holder | $1,936 | $8,415-77.0% | $7,386-73.8% | $13,397-85.5% |