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 | $245,757 | $189,613+29.6% | $167,512+46.7% | $142,382+72.6% |
| Participation rate | 55.6% | 80.1%-24.6pp | 77.1%-21.5pp | 80.1%-24.6pp |
| Annual return | 17.34% | 2024.68%-2007.3pp | 1615.79%-1598.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,677 | $4,349-61.4% | $3,882-56.8% | $4,299-61.0% |
| Participant deferral / active EE | $2,544 | $6,981-63.6% | $6,405-60.3% | $6,507-60.9% |
| Admin fee / account holder | $8,136 | $10,528-22.7% | $9,769-16.7% | $12,624-35.6% |