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 8-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 | $5,196 | $88,751-94.1% | $81,812-93.6% | $145,922-96.4% |
| Participation rate | 61.5% | 75.0%-13.5pp | 72.3%-10.8pp | 80.3%-18.7pp |
| Annual return | 14.16% | 1025.40%-1011.2pp | 773.79%-759.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $762 | $3,083-75.3% | $2,912-73.9% | $4,660-83.7% |
| Participant deferral / active EE | $767 | $4,643-83.5% | $4,319-82.2% | $6,688-88.5% |
| Admin fee / account holder | $514 | $8,415-93.9% | $7,386-93.0% | $13,397-96.2% |