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 | $222,043 | $81,625+172.0% | $58,482+279.7% | $139,434+59.2% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 21.49% | 7404.20%-7382.7pp | 4239.32%-4217.8pp | 372.94%-351.5pp |
| Employer contribution / active EE | $1,000 | $1,398-28.5% | $1,053-5.1% | $4,751-79.0% |
| Participant deferral / active EE | $6,750 | $2,557+164.0% | $1,924+250.9% | $6,710+0.6% |
| Admin fee / account holder | $5,710 | $3,265+74.9% | $2,516+127.0% | $11,403-49.9% |