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 | $175,868 | $56,053+213.8% | $75,972+131.5% | $80,856+117.5% |
| Participation rate | 21.4% | 62.0%-40.6pp | 69.1%-47.6pp | 67.6%-46.2pp |
| Annual return | 18.36% | 20.53%-2.2pp | 359.55%-341.2pp | 35.59%-17.2pp |
| Employer contribution / active EE | $840 | $1,874-55.2% | $2,685-68.7% | $2,755-69.5% |
| Participant deferral / active EE | $1,929 | $3,052-36.8% | $4,255-54.7% | $4,296-55.1% |
| Admin fee / account holder | $6,098 | $5,234+16.5% | $6,467-5.7% | $6,918-11.8% |