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 7-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 | $39,049 | $189,613-79.4% | $167,512-76.7% | $142,382-72.6% |
| Participation rate | 53.3% | 80.1%-26.8pp | 77.1%-23.7pp | 80.1%-26.8pp |
| Annual return | 20.15% | 2024.68%-2004.5pp | 1615.79%-1595.6pp | 217.08%-196.9pp |
| Employer contribution / active EE | $646 | $4,349-85.1% | $3,882-83.4% | $4,299-85.0% |
| Participant deferral / active EE | $1,976 | $6,981-71.7% | $6,405-69.1% | $6,507-69.6% |
| Admin fee / account holder | $2,271 | $10,528-78.4% | $9,769-76.7% | $12,624-82.0% |