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 9-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 | $200,036 | $89,753+122.9% | $107,525+86.0% | $84,808+135.9% |
| Participation rate | 64.7% | 68.1%-3.4pp | 75.1%-10.4pp | 68.3%-3.6pp |
| Annual return | 16.57% | 29.48%-12.9pp | 181.32%-164.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,759 | $3,113-43.5% | $3,754-53.1% | $2,631-33.1% |
| Participant deferral / active EE | $6,013 | $4,056+48.2% | $5,116+17.5% | $4,212+42.8% |
| Admin fee / account holder | $4,795 | $7,222-33.6% | $8,919-46.2% | $7,344-34.7% |