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 | $234,262 | $189,613+23.5% | $167,512+39.8% | $142,382+64.5% |
| Participation rate | 14.3% | 80.1%-65.8pp | 77.1%-62.8pp | 80.1%-65.8pp |
| Annual return | 14.61% | 2024.68%-2010.1pp | 1615.79%-1601.2pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,206 | $4,349-49.3% | $3,882-43.2% | $4,299-48.7% |
| Participant deferral / active EE | $3,689 | $6,981-47.2% | $6,405-42.4% | $6,507-43.3% |
| Admin fee / account holder | $2,434 | $10,528-76.9% | $9,769-75.1% | $12,624-80.7% |