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 | $67,885 | $183,519-63.0% | $155,509-56.3% | $145,922-53.5% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 80.42% | 61.17%+19.3pp | 64.67%+15.8pp | 561.29%-480.9pp |
| Employer contribution / active EE | $3,142 | $5,313-40.9% | $4,672-32.8% | $4,660-32.6% |
| Participant deferral / active EE | $6,129 | $6,462-5.2% | $5,626+8.9% | $6,688-8.4% |
| Admin fee / account holder | $4,398 | $19,313-77.2% | $15,912-72.4% | $13,397-67.2% |