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 | $225,110 | $99,918+125.3% | $81,382+176.6% | $145,922+54.3% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.5%-7.0pp | 80.3%-17.8pp |
| Annual return | 8.79% | 34.32%-25.5pp | 24.73%-15.9pp | 561.29%-552.5pp |
| Employer contribution / active EE | $2,117 | $2,978-28.9% | $2,463-14.0% | $4,660-54.6% |
| Participant deferral / active EE | $11,126 | $4,605+141.6% | $3,883+186.5% | $6,688+66.4% |
| Admin fee / account holder | $915 | $8,212-88.9% | $5,768-84.1% | $13,397-93.2% |