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 | $184,833 | $114,381+61.6% | $107,525+71.9% | $142,382+29.8% |
| Participation rate | 26.7% | 78.1%-51.5pp | 75.1%-48.4pp | 80.1%-53.5pp |
| Annual return | 13.85% | 242.71%-228.9pp | 181.32%-167.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,316 | $4,015-67.2% | $3,754-64.9% | $4,299-69.4% |
| Participant deferral / active EE | $4,321 | $5,564-22.3% | $5,116-15.5% | $6,507-33.6% |
| Admin fee / account holder | $571 | $9,860-94.2% | $8,919-93.6% | $12,624-95.5% |