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 | $215,051 | $30,400+607.4% | $53,898+299.0% | $84,808+153.6% |
| Participation rate | 26.0% | 46.4%-20.4pp | 55.0%-29.0pp | 68.3%-42.3pp |
| Annual return | 14.60% | 500.19%-485.6pp | 528.60%-514.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,030 | $603+70.9% | $932+10.5% | $2,631-60.8% |
| Participant deferral / active EE | $3,099 | $1,199+158.5% | $1,826+69.7% | $4,212-26.4% |
| Admin fee / account holder | $15,931 | $1,993+699.2% | $2,491+539.6% | $7,344+116.9% |