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 | $30,415 | $176,662-82.8% | $130,648-76.7% | $152,861-80.1% |
| Participation rate | 43.8% | 79.0%-35.2pp | 71.7%-28.0pp | 82.4%-38.7pp |
| Annual return | 12.27% | 2692.24%-2680.0pp | 1708.96%-1696.7pp | 345.32%-333.1pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,235 | $4,361-71.7% | $3,603-65.7% | $5,850-78.9% |
| Admin fee / account holder | $2,808 | $7,133-60.6% | $5,464-48.6% | $11,596-75.8% |