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 | $131,663 | $85,202+54.5% | $172,739-23.8% | $72,985+80.4% |
| Participation rate | 33.3% | 70.1%-36.7pp | 82.6%-49.3pp | 69.5%-36.2pp |
| Annual return | 21.76% | 27.32%-5.6pp | 802.84%-781.1pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,077 | $3,324-67.6% | $5,143-79.1% | $2,440-55.9% |
| Participant deferral / active EE | $3,910 | $3,260+19.9% | $5,198-24.8% | $3,607+8.4% |
| Admin fee / account holder | $898 | $5,884-84.7% | $13,954-93.6% | $5,124-82.5% |