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 9-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 | $166,573 | $165,984+0.4% | $164,813+1.1% | $145,922+14.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 19.83% | 100.03%-80.2pp | 69.93%-50.1pp | 561.29%-541.5pp |
| Employer contribution / active EE | $5,811 | $5,273+10.2% | $4,341+33.9% | $4,660+24.7% |
| Participant deferral / active EE | $17,287 | $6,959+148.4% | $6,031+186.6% | $6,688+158.5% |
| Admin fee / account holder | $905 | $16,648-94.6% | $12,690-92.9% | $13,397-93.2% |