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 9-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 | $89,895 | $183,519-51.0% | $155,509-42.2% | $145,922-38.4% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 13.55% | 61.17%-47.6pp | 64.67%-51.1pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,691 | $5,313-68.2% | $4,672-63.8% | $4,660-63.7% |
| Participant deferral / active EE | $5,881 | $6,462-9.0% | $5,626+4.5% | $6,688-12.1% |
| Admin fee / account holder | $4,437 | $19,313-77.0% | $15,912-72.1% | $13,397-66.9% |