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 5-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 | $7,651 | $70,756-89.2% | $65,493-88.3% | $142,382-94.6% |
| Participation rate | 54.5% | 77.4%-22.8pp | 73.1%-18.5pp | 80.1%-25.6pp |
| Annual return | 16.82% | 1754.89%-1738.1pp | 982.45%-965.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,357 | $4,637-70.7% | $3,961-65.7% | $6,507-79.1% |
| Admin fee / account holder | $1,147 | $6,559-82.5% | $5,028-77.2% | $12,624-90.9% |