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 | $104,133 | $183,519-43.3% | $155,509-33.0% | $145,922-28.6% |
| Participation rate | 35.0% | 82.7%-47.7pp | 78.2%-43.2pp | 80.3%-45.3pp |
| Annual return | 13.97% | 61.17%-47.2pp | 64.67%-50.7pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,067 | $5,313-79.9% | $4,672-77.2% | $4,660-77.1% |
| Participant deferral / active EE | $2,429 | $6,462-62.4% | $5,626-56.8% | $6,688-63.7% |
| Admin fee / account holder | $704 | $19,313-96.4% | $15,912-95.6% | $13,397-94.7% |