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 9-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 | $25,407 | $189,613-86.6% | $167,512-84.8% | $142,382-82.2% |
| Participation rate | 57.9% | 80.1%-22.2pp | 77.1%-19.2pp | 80.1%-22.2pp |
| Annual return | 14.63% | 2024.68%-2010.1pp | 1615.79%-1601.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $877 | $4,349-79.8% | $3,882-77.4% | $4,299-79.6% |
| Participant deferral / active EE | $1,369 | $6,981-80.4% | $6,405-78.6% | $6,507-79.0% |
| Admin fee / account holder | $6,413 | $10,528-39.1% | $9,769-34.4% | $12,624-49.2% |