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 6-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 | $16,188 | $60,124-73.1% | $90,404-82.1% | $79,858-79.7% |
| Participation rate | 43.8% | 65.0%-21.2pp | 72.7%-28.9pp | 69.6%-25.9pp |
| Annual return | 24.82% | 71.94%-47.1pp | 1293.02%-1268.2pp | 31.71%-6.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,539 | $2,938+20.4% | $3,963-10.7% | $3,740-5.4% |
| Admin fee / account holder | $1,346 | $3,976-66.1% | $5,611-76.0% | $5,306-74.6% |