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 | $29,534 | $27,839+6.1% | $58,482-49.5% | $71,457-58.7% |
| Participation rate | 2.0% | 34.5%-32.5pp | 50.9%-48.9pp | 67.9%-65.9pp |
| Annual return | 20.77% | 26.81%-6.0pp | 4239.32%-4218.6pp | 28.85%-8.1pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $307 | $1,206-74.5% | $1,924-84.0% | $4,289-92.8% |
| Admin fee / account holder | $3,439 | $1,641+109.6% | $2,516+36.7% | $1,587+116.6% |