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 | $137,821 | $183,519-24.9% | $155,509-11.4% | $145,922-5.6% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 12.39% | 61.17%-48.8pp | 64.67%-52.3pp | 561.29%-548.9pp |
| Employer contribution / active EE | $28,714 | $5,313+440.5% | $4,672+514.5% | $4,660+516.2% |
| Participant deferral / active EE | $15,300 | $6,462+136.8% | $5,626+171.9% | $6,688+128.8% |
| Admin fee / account holder | $2,449 | $19,313-87.3% | $15,912-84.6% | $13,397-81.7% |