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 | $226,981 | $74,888+203.1% | $71,209+218.8% | $142,382+59.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 65.04% | 345.14%-280.1pp | 282.51%-217.5pp | 217.08%-152.0pp |
| Employer contribution / active EE | $2,832 | $2,854-0.8% | $2,721+4.1% | $4,299-34.1% |
| Participant deferral / active EE | $8,877 | $4,454+99.3% | $4,175+112.6% | $6,507+36.4% |
| Admin fee / account holder | $6,062 | $5,568+8.9% | $5,349+13.3% | $12,624-52.0% |