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 6-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 | $238,749 | $163,101+46.4% | $136,749+74.6% | $142,382+67.7% |
| Participation rate | 63.6% | 78.2%-14.6pp | 72.1%-8.5pp | 80.1%-16.5pp |
| Annual return | 16.07% | 27.54%-11.5pp | 24.33%-8.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $5,485 | $4,117+33.3% | $3,400+61.4% | $4,299+27.6% |
| Participant deferral / active EE | $5,485 | $5,585-1.8% | $4,692+16.9% | $6,507-15.7% |
| Admin fee / account holder | $4,394 | $14,318-69.3% | $11,386-61.4% | $12,624-65.2% |