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 | $51,013 | $189,613-73.1% | $167,512-69.5% | $142,382-64.2% |
| Participation rate | 52.2% | 80.1%-28.0pp | 77.1%-24.9pp | 80.1%-27.9pp |
| Annual return | 13.62% | 2024.68%-2011.1pp | 1615.79%-1602.2pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,668 | $4,349-38.7% | $3,882-31.3% | $4,299-38.0% |
| Participant deferral / active EE | $5,377 | $6,981-23.0% | $6,405-16.0% | $6,507-17.4% |
| Admin fee / account holder | $12,956 | $10,528+23.1% | $9,769+32.6% | $12,624+2.6% |