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 | $20,955 | $189,613-88.9% | $167,512-87.5% | $142,382-85.3% |
| Participation rate | 61.1% | 80.1%-19.0pp | 77.1%-15.9pp | 80.1%-19.0pp |
| Annual return | 23.05% | 2024.68%-2001.6pp | 1615.79%-1592.7pp | 217.08%-194.0pp |
| Employer contribution / active EE | $2,047 | $4,349-52.9% | $3,882-47.3% | $4,299-52.4% |
| Participant deferral / active EE | $2,874 | $6,981-58.8% | $6,405-55.1% | $6,507-55.8% |
| Admin fee / account holder | $1,443 | $10,528-86.3% | $9,769-85.2% | $12,624-88.6% |