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 10-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 | $167,211 | $165,984+0.7% | $164,813+1.5% | $145,922+14.6% |
| Participation rate | 61.1% | 82.0%-20.9pp | 78.6%-17.5pp | 80.3%-19.2pp |
| Annual return | 25.78% | 100.03%-74.3pp | 69.93%-44.1pp | 561.29%-535.5pp |
| Employer contribution / active EE | $1,555 | $5,273-70.5% | $4,341-64.2% | $4,660-66.6% |
| Participant deferral / active EE | $2,814 | $6,959-59.6% | $6,031-53.3% | $6,688-57.9% |
| Admin fee / account holder | $20,372 | $16,648+22.4% | $12,690+60.5% | $13,397+52.1% |