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 8-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 | $55,833 | $189,613-70.6% | $167,512-66.7% | $142,382-60.8% |
| Participation rate | 69.6% | 80.1%-10.6pp | 77.1%-7.5pp | 80.1%-10.6pp |
| Annual return | 17.18% | 2024.68%-2007.5pp | 1615.79%-1598.6pp | 217.08%-199.9pp |
| Employer contribution / active EE | $516 | $4,349-88.1% | $3,882-86.7% | $4,299-88.0% |
| Participant deferral / active EE | $6,775 | $6,981-3.0% | $6,405+5.8% | $6,507+4.1% |
| Admin fee / account holder | $2,434 | $10,528-76.9% | $9,769-75.1% | $12,624-80.7% |