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 | $26,285 | $95,416-72.5% | $185,823-85.9% | $85,850-69.4% |
| Participation rate | 24.1% | 68.8%-44.7pp | 81.7%-57.6pp | 69.3%-45.2pp |
| Annual return | 95.55% | 23.59%+72.0pp | 122.05%-26.5pp | 318.53%-223.0pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,177 | $3,423-65.6% | $5,568-78.9% | $3,952-70.2% |
| Admin fee / account holder | $605 | $7,213-91.6% | $16,237-96.3% | $6,260-90.3% |