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 8-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 | $184,355 | $111,724+65.0% | $93,606+96.9% | $145,922+26.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 11.10% | 202.98%-191.9pp | 133.20%-122.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,353 | $3,090-56.2% | $2,420-44.1% | $4,660-71.0% |
| Participant deferral / active EE | $7,989 | $4,912+62.7% | $4,411+81.1% | $6,688+19.5% |
| Admin fee / account holder | $9,862 | $10,250-3.8% | $8,285+19.0% | $13,397-26.4% |