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 | $88,599 | $54,705+62.0% | $71,209+24.4% | $84,808+4.5% |
| Participation rate | 66.7% | 64.1%+2.6pp | 73.8%-7.1pp | 68.3%-1.6pp |
| Annual return | 13.49% | 35.90%-22.4pp | 282.51%-269.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $3,369 | $2,158+56.1% | $2,721+23.8% | $2,631+28.0% |
| Participant deferral / active EE | $2,377 | $3,030-21.6% | $4,175-43.1% | $4,212-43.6% |
| Admin fee / account holder | $3,243 | $4,863-33.3% | $5,349-39.4% | $7,344-55.8% |