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 | $30,802 | $185,822-83.4% | $169,993-81.9% | $139,434-77.9% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 45.97% | 60.50%-14.5pp | 53.37%-7.4pp | 372.94%-327.0pp |
| Employer contribution / active EE | $7,336 | $7,590-3.3% | $6,785+8.1% | $4,751+54.4% |
| Participant deferral / active EE | $5,183 | $11,622-55.4% | $10,408-50.2% | $6,710-22.8% |
| Admin fee / account holder | $1,213 | $15,381-92.1% | $12,815-90.5% | $11,403-89.4% |