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 4-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 | $4,560 | $27,915-83.7% | $58,482-92.2% | $75,163-93.9% |
| Participation rate | 0.0% | 38.8%-38.8pp | 50.9%-50.9pp | 67.2%-67.2pp |
| Annual return | 44.98% | 44.20%+0.8pp | 4239.32%-4194.3pp | 160.62%-115.6pp |
| Employer contribution / active EE | $412 | $669-38.4% | $1,053-60.9% | $2,670-84.6% |
| Participant deferral / active EE | $564 | $1,201-53.1% | $1,924-70.7% | $4,125-86.3% |
| Admin fee / account holder | $672 | $1,726-61.1% | $2,516-73.3% | $5,651-88.1% |