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 | $104,862 | $100,773+4.1% | $88,946+17.9% | $142,382-26.4% |
| Participation rate | 52.2% | 74.3%-22.1pp | 68.8%-16.7pp | 80.1%-27.9pp |
| Annual return | 13.37% | 70.18%-56.8pp | 57.82%-44.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,703 | $2,918-41.6% | $2,555-33.3% | $4,299-60.4% |
| Participant deferral / active EE | $6,760 | $5,230+29.3% | $4,581+47.6% | $6,507+3.9% |
| Admin fee / account holder | $8,707 | $9,693-10.2% | $8,261+5.4% | $12,624-31.0% |