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 | $90,083 | $114,381-21.2% | $107,525-16.2% | $142,382-36.7% |
| Participation rate | 30.0% | 78.1%-48.1pp | 75.1%-45.1pp | 80.1%-50.1pp |
| Annual return | 17.07% | 242.71%-225.6pp | 181.32%-164.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,030 | $4,015-49.4% | $3,754-45.9% | $4,299-52.8% |
| Participant deferral / active EE | $5,111 | $5,564-8.1% | $5,116-0.1% | $6,507-21.5% |
| Admin fee / account holder | $1,198 | $9,860-87.9% | $8,919-86.6% | $12,624-90.5% |