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 | $11,340 | $169,032-93.3% | $129,207-91.2% | $145,922-92.2% |
| Participation rate | 21.1% | 76.4%-55.4pp | 69.6%-48.6pp | 80.3%-59.2pp |
| Annual return | 22.15% | 14330.11%-14308.0pp | 9417.33%-9395.2pp | 561.29%-539.1pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,809 | $4,987-43.7% | $4,168-32.6% | $6,688-58.0% |
| Admin fee / account holder | $1,953 | $9,954-80.4% | $7,715-74.7% | $13,397-85.4% |