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 | $116,664 | $98,240+18.8% | $82,313+41.7% | $147,584-21.0% |
| Participation rate | 58.3% | 79.7%-21.4pp | 76.9%-18.6pp | 82.8%-24.5pp |
| Annual return | 12.86% | 30.85%-18.0pp | 25.88%-13.0pp | 578.55%-565.7pp |
| Employer contribution / active EE | $10,985 | $3,192+244.2% | $2,428+352.4% | $4,876+125.3% |
| Participant deferral / active EE | $5,246 | $4,383+19.7% | $3,706+41.5% | $5,439-3.6% |
| Admin fee / account holder | $6,479 | $8,563-24.3% | $5,608+15.5% | $10,885-40.5% |