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 | $235,323 | $189,613+24.1% | $167,512+40.5% | $142,382+65.3% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 11.63% | 2024.68%-2013.1pp | 1615.79%-1604.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,210 | $4,349-49.2% | $3,882-43.1% | $4,299-48.6% |
| Participant deferral / active EE | $6,549 | $6,981-6.2% | $6,405+2.3% | $6,507+0.6% |
| Admin fee / account holder | $6,465 | $10,528-38.6% | $9,769-33.8% | $12,624-48.8% |