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 | $24,850 | $34,934-28.9% | $56,411-55.9% | $74,495-66.6% |
| Participation rate | 5.4% | 32.8%-27.4pp | 52.5%-47.1pp | 67.2%-61.8pp |
| Annual return | 11.71% | 25.94%-14.2pp | 1701.33%-1689.6pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $358 | $1,170-69.4% | $1,952-81.7% | $4,346-91.8% |
| Admin fee / account holder | $571 | $2,364-75.8% | $2,829-79.8% | $1,942-70.6% |