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 | $210,839 | $100,852+109.1% | $90,404+133.2% | $158,922+32.7% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | 17.40% | 1724.20%-1706.8pp | 1293.02%-1275.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,385 | $3,689-62.4% | $3,262-57.5% | $4,761-70.9% |
| Participant deferral / active EE | $4,595 | $4,348+5.7% | $3,963+15.9% | $5,982-23.2% |
| Admin fee / account holder | $820 | $6,501-87.4% | $5,611-85.4% | $11,246-92.7% |