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 | $20,151 | $35,197-42.7% | $53,898-62.6% | $102,872-80.4% |
| Participation rate | 4.6% | 29.6%-25.0pp | 55.0%-50.4pp | 73.0%-68.5pp |
| Annual return | 40.09% | 17.55%+22.5pp | 528.60%-488.5pp | 19.06%+21.0pp |
| Employer contribution / active EE | $78 | $713-89.1% | $932-91.7% | $3,526-97.8% |
| Participant deferral / active EE | $227 | $1,333-83.0% | $1,826-87.6% | $5,535-95.9% |
| Admin fee / account holder | $3,197 | $834+283.3% | $2,491+28.4% | $292+994.2% |