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 7-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 | $48,736 | $189,613-74.3% | $167,512-70.9% | $142,382-65.8% |
| Participation rate | 60.9% | 80.1%-19.3pp | 77.1%-16.2pp | 80.1%-19.3pp |
| Annual return | 21.42% | 2024.68%-2003.3pp | 1615.79%-1594.4pp | 217.08%-195.7pp |
| Employer contribution / active EE | $3,555 | $4,349-18.3% | $3,882-8.4% | $4,299-17.3% |
| Participant deferral / active EE | $6,329 | $6,981-9.3% | $6,405-1.2% | $6,507-2.7% |
| Admin fee / account holder | $534 | $10,528-94.9% | $9,769-94.5% | $12,624-95.8% |