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 | $221,178 | $217,402+1.7% | $185,823+19.0% | $167,490+32.1% |
| Participation rate | 55.6% | 86.0%-30.5pp | 81.7%-26.1pp | 82.1%-26.5pp |
| Annual return | 20.30% | 148.36%-128.1pp | 122.05%-101.8pp | 478.56%-458.3pp |
| Employer contribution / active EE | $1,653 | $5,873-71.8% | $5,167-68.0% | $4,837-65.8% |
| Participant deferral / active EE | $6,014 | $6,356-5.4% | $5,568+8.0% | $6,341-5.2% |
| Admin fee / account holder | $2,276 | $19,811-88.5% | $16,237-86.0% | $12,309-81.5% |