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 | $179,804 | $102,616+75.2% | $81,983+119.3% | $158,922+13.1% |
| Participation rate | 46.2% | 75.5%-29.4pp | 69.2%-23.1pp | 82.0%-35.8pp |
| Annual return | 12.43% | 61.04%-48.6pp | 41.31%-28.9pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,366 | $3,240-57.8% | $2,498-45.3% | $4,761-71.3% |
| Participant deferral / active EE | $5,471 | $4,648+17.7% | $3,722+47.0% | $5,982-8.5% |
| Admin fee / account holder | $19,364 | $8,235+135.2% | $5,664+241.9% | $11,246+72.2% |