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 | $111,741 | $48,795+129.0% | $65,493+70.6% | $84,808+31.8% |
| Participation rate | 20.5% | 67.0%-46.5pp | 73.1%-52.6pp | 68.3%-47.8pp |
| Annual return | 14.68% | 20.20%-5.5pp | 982.45%-967.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,829 | $1,930+46.6% | $2,574+9.9% | $2,631+7.5% |
| Participant deferral / active EE | $9,196 | $2,928+214.0% | $3,961+132.2% | $4,212+118.3% |
| Admin fee / account holder | $28,626 | $3,877+638.3% | $5,028+469.3% | $7,344+289.8% |