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 | $17,996 | $99,020-81.8% | $86,590-79.2% | $147,584-87.8% |
| Participation rate | 39.1% | 76.3%-37.2pp | 73.5%-34.4pp | 82.8%-43.7pp |
| Annual return | 19.70% | 1312.34%-1292.6pp | 964.84%-945.1pp | 578.55%-558.8pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $838 | $3,972-78.9% | $3,609-76.8% | $5,439-84.6% |
| Admin fee / account holder | $636 | $5,710-88.9% | $4,906-87.0% | $10,885-94.2% |