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 | $136,702 | $189,613-27.9% | $167,512-18.4% | $142,382-4.0% |
| Participation rate | 60.0% | 80.1%-20.1pp | 77.1%-17.1pp | 80.1%-20.1pp |
| Annual return | 20.45% | 2024.68%-2004.2pp | 1615.79%-1595.3pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,392 | $4,349-68.0% | $3,882-64.1% | $4,299-67.6% |
| Participant deferral / active EE | $4,187 | $6,981-40.0% | $6,405-34.6% | $6,507-35.7% |
| Admin fee / account holder | $631 | $10,528-94.0% | $9,769-93.5% | $12,624-95.0% |