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 | $156,712 | $115,770+35.4% | $101,248+54.8% | $158,922-1.4% |
| Participation rate | 15.0% | 79.4%-64.4pp | 75.8%-60.8pp | 82.0%-67.0pp |
| Annual return | 20.19% | 56.14%-36.0pp | 46.47%-26.3pp | 302.83%-282.6pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,569 | $4,957-48.2% | $4,370-41.2% | $5,982-57.1% |
| Admin fee / account holder | $464 | $7,245-93.6% | $5,945-92.2% | $11,246-95.9% |