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 5-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 | $28,943 | $189,613-84.7% | $167,512-82.7% | $142,382-79.7% |
| Participation rate | 68.4% | 80.1%-11.7pp | 77.1%-8.6pp | 80.1%-11.7pp |
| Annual return | 20.46% | 2024.68%-2004.2pp | 1615.79%-1595.3pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,275 | $4,349-70.7% | $3,882-67.1% | $4,299-70.3% |
| Participant deferral / active EE | $2,330 | $6,981-66.6% | $6,405-63.6% | $6,507-64.2% |
| Admin fee / account holder | $514 | $10,528-95.1% | $9,769-94.7% | $12,624-95.9% |