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 | $45,459 | $189,613-76.0% | $167,512-72.9% | $142,382-68.1% |
| Participation rate | 55.6% | 80.1%-24.6pp | 77.1%-21.5pp | 80.1%-24.6pp |
| Annual return | 14.10% | 2024.68%-2010.6pp | 1615.79%-1601.7pp | 217.08%-203.0pp |
| Employer contribution / active EE | $557 | $4,349-87.2% | $3,882-85.7% | $4,299-87.0% |
| Participant deferral / active EE | $2,047 | $6,981-70.7% | $6,405-68.0% | $6,507-68.5% |
| Admin fee / account holder | $2,739 | $10,528-74.0% | $9,769-72.0% | $12,624-78.3% |