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 | $209,556 | $105,126+99.3% | $94,646+121.4% | $139,434+50.3% |
| Participation rate | 0.0% | 82.4%-82.4pp | 80.8%-80.8pp | 80.3%-80.3pp |
| Annual return | 19.21% | 38.03%-18.8pp | 156.71%-137.5pp | 372.94%-353.7pp |
| Employer contribution / active EE | $998 | $4,106-75.7% | $3,672-72.8% | $4,751-79.0% |
| Participant deferral / active EE | $13,134 | $7,599+72.8% | $7,418+77.1% | $6,710+95.7% |
| Admin fee / account holder | $3,837 | $8,984-57.3% | $7,231-46.9% | $11,403-66.3% |