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 | $149,605 | $177,572-15.7% | $154,803-3.4% | $142,382+5.1% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 17.47% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $6,082 | $4,810+26.4% | $4,305+41.3% | $4,299+41.5% |
| Participant deferral / active EE | $5,239 | $6,272-16.5% | $5,540-5.4% | $6,507-19.5% |
| Admin fee / account holder | $487 | $16,786-97.1% | $14,329-96.6% | $12,624-96.1% |