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 | $144,078 | $96,484+49.3% | $75,886+89.9% | $152,861-5.7% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.3%-6.8pp | 82.4%-19.9pp |
| Annual return | 17.88% | 33.98%-16.1pp | 30.76%-12.9pp | 345.32%-327.4pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,994 | $4,553+75.6% | $3,603+121.9% | $5,850+36.6% |
| Admin fee / account holder | $26,618 | $8,078+229.5% | $5,418+391.3% | $11,596+129.5% |