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 4-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 | $53,212 | $189,613-71.9% | $167,512-68.2% | $142,382-62.6% |
| Participation rate | 20.0% | 80.1%-60.1pp | 77.1%-57.1pp | 80.1%-60.1pp |
| Annual return | 49.27% | 2024.68%-1975.4pp | 1615.79%-1566.5pp | 217.08%-167.8pp |
| Employer contribution / active EE | $2,039 | $4,349-53.1% | $3,882-47.5% | $4,299-52.6% |
| Participant deferral / active EE | $3,880 | $6,981-44.4% | $6,405-39.4% | $6,507-40.4% |
| Admin fee / account holder | $490 | $10,528-95.3% | $9,769-95.0% | $12,624-96.1% |