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 | $109,593 | $39,019+180.9% | $80,716+35.8% | $85,850+27.7% |
| Participation rate | 66.7% | 41.5%+25.1pp | 54.2%+12.5pp | 69.3%-2.6pp |
| Annual return | 14.26% | 26.27%-12.0pp | 87.28%-73.0pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,437 | $722+99.1% | $1,160+23.9% | $2,565-44.0% |
| Participant deferral / active EE | $2,352 | $1,326+77.5% | $2,146+9.6% | $3,952-40.5% |
| Admin fee / account holder | $3,278 | $2,431+34.9% | $3,380-3.0% | $6,260-47.6% |