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 10-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 | $10,864 | $108,642-90.0% | $74,701-85.5% | $152,861-92.9% |
| Participation rate | 63.6% | 65.3%-1.7pp | 54.5%+9.2pp | 82.4%-18.8pp |
| Annual return | 12.99% | 114.06%-101.1pp | 752.92%-739.9pp | 345.32%-332.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $698 | $2,712-74.3% | $1,964-64.5% | $5,850-88.1% |
| Admin fee / account holder | $1,403 | $4,902-71.4% | $3,333-57.9% | $11,596-87.9% |