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 5-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 | $89,615 | $189,613-52.7% | $167,512-46.5% | $142,382-37.1% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 20.03% | 2024.68%-2004.7pp | 1615.79%-1595.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $4,170 | $4,349-4.1% | $3,882+7.4% | $4,299-3.0% |
| Participant deferral / active EE | $8,920 | $6,981+27.8% | $6,405+39.3% | $6,507+37.1% |
| Admin fee / account holder | $6,784 | $10,528-35.6% | $9,769-30.6% | $12,624-46.3% |