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 | $13,545 | $70,756-80.9% | $65,493-79.3% | $142,382-90.5% |
| Participation rate | 12.5% | 77.4%-64.9pp | 73.1%-60.6pp | 80.1%-67.6pp |
| Annual return | 31.04% | 1754.89%-1723.8pp | 982.45%-951.4pp | 217.08%-186.0pp |
| Employer contribution / active EE | $585 | $2,881-79.7% | $2,574-77.3% | $4,299-86.4% |
| Participant deferral / active EE | $1,724 | $4,637-62.8% | $3,961-56.5% | $6,507-73.5% |
| Admin fee / account holder | $1,100 | $6,559-83.2% | $5,028-78.1% | $12,624-91.3% |