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 | $4,980 | $27,915-82.2% | $58,482-91.5% | $75,163-93.4% |
| Participation rate | 10.0% | 38.8%-28.8pp | 50.9%-40.9pp | 67.2%-57.2pp |
| Annual return | 34.68% | 44.20%-9.5pp | 4239.32%-4204.6pp | 160.62%-125.9pp |
| Employer contribution / active EE | $115 | $669-82.9% | $1,053-89.1% | $2,670-95.7% |
| Participant deferral / active EE | $277 | $1,201-77.0% | $1,924-85.6% | $4,125-93.3% |
| Admin fee / account holder | $999 | $1,726-42.1% | $2,516-60.3% | $5,651-82.3% |