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 | $22,517 | $102,604-78.1% | $86,188-73.9% | $139,434-83.9% |
| Participation rate | 35.7% | 74.5%-38.8pp | 69.0%-33.2pp | 80.3%-44.6pp |
| Annual return | 30.91% | 1922.51%-1891.6pp | 1168.45%-1137.5pp | 372.94%-342.0pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,114 | $4,676-12.0% | $3,985+3.2% | $6,710-38.7% |
| Admin fee / account holder | $463 | $8,657-94.6% | $6,852-93.2% | $11,403-95.9% |