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 | $70,863 | $114,381-38.0% | $107,525-34.1% | $142,382-50.2% |
| Participation rate | 44.4% | 78.1%-33.7pp | 75.1%-30.6pp | 80.1%-35.7pp |
| Annual return | 29.86% | 242.71%-212.8pp | 181.32%-151.5pp | 217.08%-187.2pp |
| Employer contribution / active EE | $3,940 | $4,015-1.9% | $3,754+5.0% | $4,299-8.4% |
| Participant deferral / active EE | $5,936 | $5,564+6.7% | $5,116+16.0% | $6,507-8.8% |
| Admin fee / account holder | $18,256 | $9,860+85.1% | $8,919+104.7% | $12,624+44.6% |