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 | $48,766 | $189,613-74.3% | $167,512-70.9% | $142,382-65.8% |
| Participation rate | 35.0% | 80.1%-45.1pp | 77.1%-42.1pp | 80.1%-45.1pp |
| Annual return | 22.90% | 2024.68%-2001.8pp | 1615.79%-1592.9pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,116 | $4,349-74.4% | $3,882-71.3% | $4,299-74.1% |
| Participant deferral / active EE | $1,649 | $6,981-76.4% | $6,405-74.3% | $6,507-74.7% |
| Admin fee / account holder | $1,290 | $10,528-87.7% | $9,769-86.8% | $12,624-89.8% |