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 5-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 | $70,467 | $79,449-11.3% | $189,557-62.8% | $85,850-17.9% |
| Participation rate | 65.9% | 66.0%-0.1pp | 78.4%-12.5pp | 69.3%-3.4pp |
| Annual return | 13.48% | 18.45%-5.0pp | 64.17%-50.7pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,700 | $2,081+29.7% | $4,412-38.8% | $2,565+5.2% |
| Participant deferral / active EE | $4,298 | $4,051+6.1% | $6,174-30.4% | $3,952+8.8% |
| Admin fee / account holder | $8,457 | $5,377+57.3% | $9,807-13.8% | $6,260+35.1% |