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 | $20,436 | $73,515-72.2% | $62,995-67.6% | $147,584-86.2% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.8%-37.3pp | 82.8%-45.3pp |
| Annual return | 14.92% | 175.43%-160.5pp | 87.57%-72.6pp | 578.55%-563.6pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,360 | $4,185-43.6% | $3,329-29.1% | $5,439-56.6% |
| Admin fee / account holder | $3,108 | $5,953-47.8% | $3,600-13.7% | $10,885-71.4% |