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 | $157,499 | $84,233+87.0% | $170,442-7.6% | $70,131+124.6% |
| Participation rate | 54.8% | 70.8%-16.0pp | 83.6%-28.8pp | 69.5%-14.7pp |
| Annual return | 16.85% | 23.06%-6.2pp | 205.93%-189.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $416 | $3,387-87.7% | $5,433-92.3% | $2,342-82.2% |
| Participant deferral / active EE | $4,293 | $3,086+39.1% | $4,939-13.1% | $3,332+28.9% |
| Admin fee / account holder | $2,304 | $5,698-59.6% | $13,880-83.4% | $4,645-50.4% |