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 | $100,926 | $177,572-43.2% | $154,803-34.8% | $142,382-29.1% |
| Participation rate | 65.2% | 82.1%-16.8pp | 78.1%-12.9pp | 80.1%-14.9pp |
| Annual return | 18.91% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,421 | $4,810-28.9% | $4,305-20.5% | $4,299-20.4% |
| Participant deferral / active EE | $6,281 | $6,272+0.1% | $5,540+13.4% | $6,507-3.5% |
| Admin fee / account holder | $1,510 | $16,786-91.0% | $14,329-89.5% | $12,624-88.0% |