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 | $138,729 | $189,613-26.8% | $167,512-17.2% | $142,382-2.6% |
| Participation rate | 30.8% | 80.1%-49.4pp | 77.1%-46.3pp | 80.1%-49.4pp |
| Annual return | 19.39% | 2024.68%-2005.3pp | 1615.79%-1596.4pp | 217.08%-197.7pp |
| Employer contribution / active EE | $548 | $4,349-87.4% | $3,882-85.9% | $4,299-87.3% |
| Participant deferral / active EE | $3,028 | $6,981-56.6% | $6,405-52.7% | $6,507-53.5% |
| Admin fee / account holder | $1,005 | $10,528-90.5% | $9,769-89.7% | $12,624-92.0% |