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 | $28,089 | $189,613-85.2% | $167,512-83.2% | $142,382-80.3% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 22.01% | 2024.68%-2002.7pp | 1615.79%-1593.8pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,201 | $4,349-72.4% | $3,882-69.1% | $4,299-72.1% |
| Participant deferral / active EE | $6,575 | $6,981-5.8% | $6,405+2.7% | $6,507+1.0% |
| Admin fee / account holder | $306 | $10,528-97.1% | $9,769-96.9% | $12,624-97.6% |