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 | $101,907 | $177,572-42.6% | $154,803-34.2% | $142,382-28.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 28.87% | 65.07%-36.2pp | 58.88%-30.0pp | 217.08%-188.2pp |
| Employer contribution / active EE | $7,864 | $4,810+63.5% | $4,305+82.7% | $4,299+82.9% |
| Participant deferral / active EE | $25,767 | $6,272+310.9% | $5,540+365.1% | $6,507+296.0% |
| Admin fee / account holder | $583 | $16,786-96.5% | $14,329-95.9% | $12,624-95.4% |