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 | $29,126 | $104,486-72.1% | $76,817-62.1% | $152,861-80.9% |
| Participation rate | 25.0% | 76.6%-51.6pp | 72.1%-47.1pp | 82.4%-57.4pp |
| Annual return | 25.68% | 1013.37%-987.7pp | 1166.11%-1140.4pp | 345.32%-319.6pp |
| Employer contribution / active EE | $717 | $3,116-77.0% | $2,302-68.9% | $4,762-84.9% |
| Participant deferral / active EE | $876 | $4,236-79.3% | $3,336-73.7% | $5,850-85.0% |
| Admin fee / account holder | $537 | $12,275-95.6% | $6,420-91.6% | $11,596-95.4% |