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 | $122,149 | $96,484+26.6% | $75,886+61.0% | $152,861-20.1% |
| Participation rate | 44.4% | 76.2%-31.7pp | 69.3%-24.8pp | 82.4%-38.0pp |
| Annual return | 23.38% | 33.98%-10.6pp | 30.76%-7.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,528 | $4,553-44.5% | $3,603-29.8% | $5,850-56.8% |
| Admin fee / account holder | $403 | $8,078-95.0% | $5,418-92.6% | $11,596-96.5% |