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 | $59,755 | $165,984-64.0% | $164,813-63.7% | $145,922-59.0% |
| Participation rate | 64.7% | 82.0%-17.3pp | 78.6%-13.9pp | 80.3%-15.6pp |
| Annual return | 20.31% | 100.03%-79.7pp | 69.93%-49.6pp | 561.29%-541.0pp |
| Employer contribution / active EE | $5,192 | $5,273-1.5% | $4,341+19.6% | $4,660+11.4% |
| Participant deferral / active EE | $9,084 | $6,959+30.5% | $6,031+50.6% | $6,688+35.8% |
| Admin fee / account holder | $1,018 | $16,648-93.9% | $12,690-92.0% | $13,397-92.4% |