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 | $68,314 | $89,753-23.9% | $107,525-36.5% | $84,808-19.4% |
| Participation rate | 61.9% | 68.1%-6.2pp | 75.1%-13.2pp | 68.3%-6.5pp |
| Annual return | 16.01% | 29.48%-13.5pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $4,090 | $3,113+31.4% | $3,754+9.0% | $2,631+55.5% |
| Participant deferral / active EE | $7,738 | $4,056+90.8% | $5,116+51.3% | $4,212+83.7% |
| Admin fee / account holder | $11,530 | $7,222+59.7% | $8,919+29.3% | $7,344+57.0% |