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 10-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 | $127,098 | $189,613-33.0% | $167,512-24.1% | $142,382-10.7% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.1%-43.7pp | 80.1%-46.8pp |
| Annual return | 13.39% | 2024.68%-2011.3pp | 1615.79%-1602.4pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,188 | $4,349-72.7% | $3,882-69.4% | $4,299-72.4% |
| Participant deferral / active EE | $1,488 | $6,981-78.7% | $6,405-76.8% | $6,507-77.1% |
| Admin fee / account holder | $12,373 | $10,528+17.5% | $9,769+26.7% | $12,624-2.0% |