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 | $170,444 | $154,117+10.6% | $129,995+31.1% | $139,434+22.2% |
| Participation rate | 40.9% | 82.0%-41.0pp | 78.5%-37.6pp | 80.3%-39.4pp |
| Annual return | 13.86% | 32.48%-18.6pp | -137.18%+151.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,343 | $5,289-74.6% | $4,320-68.9% | $4,751-71.7% |
| Participant deferral / active EE | $5,535 | $6,710-17.5% | $5,820-4.9% | $6,710-17.5% |
| Admin fee / account holder | $2,357 | $14,007-83.2% | $10,614-77.8% | $11,403-79.3% |