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 | $44,827 | $189,613-76.4% | $167,512-73.2% | $142,382-68.5% |
| Participation rate | 56.3% | 80.1%-23.9pp | 77.1%-20.8pp | 80.1%-23.9pp |
| Annual return | 16.86% | 2024.68%-2007.8pp | 1615.79%-1598.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,194 | $4,349-72.6% | $3,882-69.3% | $4,299-72.2% |
| Participant deferral / active EE | $4,069 | $6,981-41.7% | $6,405-36.5% | $6,507-37.5% |
| Admin fee / account holder | $1,629 | $10,528-84.5% | $9,769-83.3% | $12,624-87.1% |