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 | $109,864 | $107,334+2.4% | $92,893+18.3% | $152,861-28.1% |
| Participation rate | 61.5% | 79.8%-18.2pp | 76.0%-14.5pp | 82.4%-20.9pp |
| Annual return | 21.91% | 145.58%-123.7pp | 109.41%-87.5pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,004 | $4,221-52.5% | $3,653-45.1% | $4,762-57.9% |
| Participant deferral / active EE | $6,334 | $4,845+30.7% | $4,236+49.5% | $5,850+8.3% |
| Admin fee / account holder | $5,075 | $7,079-28.3% | $5,794-12.4% | $11,596-56.2% |