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 8-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 | $195,581 | $167,484+16.8% | $151,611+29.0% | $134,475+45.4% |
| Participation rate | 55.6% | 88.4%-32.8pp | 87.5%-31.9pp | 81.2%-25.7pp |
| Annual return | -5.91% | 7.80%-13.7pp | 3.33%-9.2pp | 417.96%-423.9pp |
| Employer contribution / active EE | $1,559 | $6,829-77.2% | $6,166-74.7% | $4,740-67.1% |
| Participant deferral / active EE | $3,486 | $8,986-61.2% | $8,363-58.3% | $6,400-45.5% |
| Admin fee / account holder | $1,313 | $13,783-90.5% | $11,616-88.7% | $11,426-88.5% |