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 | $138,106 | $111,754+23.6% | $103,333+33.7% | $145,922-5.4% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-21.9pp |
| Annual return | 21.58% | 24.77%-3.2pp | 24.88%-3.3pp | 561.29%-539.7pp |
| Employer contribution / active EE | $1,651 | $4,212-60.8% | $3,868-57.3% | $4,660-64.6% |
| Participant deferral / active EE | $5,815 | $5,619+3.5% | $5,057+15.0% | $6,688-13.0% |
| Admin fee / account holder | $10,881 | $9,750+11.6% | $8,355+30.2% | $13,397-18.8% |