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 | $83,033 | $114,381-27.4% | $107,525-22.8% | $142,382-41.7% |
| Participation rate | 59.1% | 78.1%-19.0pp | 75.1%-16.0pp | 80.1%-21.0pp |
| Annual return | 20.66% | 242.71%-222.0pp | 181.32%-160.7pp | 217.08%-196.4pp |
| Employer contribution / active EE | $4,185 | $4,015+4.3% | $3,754+11.5% | $4,299-2.6% |
| Participant deferral / active EE | $7,666 | $5,564+37.8% | $5,116+49.8% | $6,507+17.8% |
| Admin fee / account holder | $8,365 | $9,860-15.2% | $8,919-6.2% | $12,624-33.7% |