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 5-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 | $150,099 | $109,982+36.5% | $97,226+54.4% | $145,922+2.9% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 11.72% | 242.90%-231.2pp | 75.13%-63.4pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,261 | $3,084-59.1% | $2,729-53.8% | $4,660-72.9% |
| Participant deferral / active EE | $8,553 | $4,676+82.9% | $4,264+100.6% | $6,688+27.9% |
| Admin fee / account holder | $523 | $6,221-91.6% | $5,654-90.7% | $13,397-96.1% |