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 | $110,135 | $189,613-41.9% | $167,512-34.3% | $142,382-22.6% |
| Participation rate | 54.5% | 80.1%-25.6pp | 77.1%-22.5pp | 80.1%-25.6pp |
| Annual return | 17.39% | 2024.68%-2007.3pp | 1615.79%-1598.4pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,120 | $4,349-51.3% | $3,882-45.4% | $4,299-50.7% |
| Participant deferral / active EE | $4,179 | $6,981-40.1% | $6,405-34.8% | $6,507-35.8% |
| Admin fee / account holder | $11,773 | $10,528+11.8% | $9,769+20.5% | $12,624-6.7% |