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 | $115,168 | $189,613-39.3% | $167,512-31.2% | $142,382-19.1% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 21.77% | 2024.68%-2002.9pp | 1615.79%-1594.0pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,842 | $4,349-34.7% | $3,882-26.8% | $4,299-33.9% |
| Participant deferral / active EE | $7,902 | $6,981+13.2% | $6,405+23.4% | $6,507+21.4% |
| Admin fee / account holder | $1,163 | $10,528-89.0% | $9,769-88.1% | $12,624-90.8% |