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 | $215,129 | $192,717+11.6% | $142,449+51.0% | $139,434+54.3% |
| Participation rate | 66.7% | 81.5%-14.8pp | 76.8%-10.1pp | 80.3%-13.7pp |
| Annual return | 23.48% | 17.99%+5.5pp | 19.99%+3.5pp | 372.94%-349.5pp |
| Employer contribution / active EE | $2,210 | $5,806-61.9% | $4,847-54.4% | $4,751-53.5% |
| Participant deferral / active EE | $5,523 | $7,208-23.4% | $6,283-12.1% | $6,710-17.7% |
| Admin fee / account holder | $15,386 | $15,124+1.7% | $10,011+53.7% | $11,403+34.9% |