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 | $100,190 | $114,381-12.4% | $107,525-6.8% | $142,382-29.6% |
| Participation rate | 55.6% | 78.1%-22.6pp | 75.1%-19.5pp | 80.1%-24.6pp |
| Annual return | 16.96% | 242.71%-225.7pp | 181.32%-164.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $5,180 | $4,015+29.0% | $3,754+38.0% | $4,299+20.5% |
| Participant deferral / active EE | $10,103 | $5,564+81.6% | $5,116+97.5% | $6,507+55.3% |
| Admin fee / account holder | $2,211 | $9,860-77.6% | $8,919-75.2% | $12,624-82.5% |