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 | $64,168 | $159,602-59.8% | $150,045-57.2% | $142,382-54.9% |
| Participation rate | 18.2% | 84.0%-65.8pp | 82.3%-64.1pp | 80.1%-61.9pp |
| Annual return | 13.91% | 70.24%-56.3pp | 62.55%-48.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,040 | $4,961-58.9% | $4,693-56.5% | $4,299-52.6% |
| Participant deferral / active EE | $8,587 | $8,310+3.3% | $7,997+7.4% | $6,507+32.0% |
| Admin fee / account holder | $3,533 | $14,846-76.2% | $13,435-73.7% | $12,624-72.0% |