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 | $175,198 | $74,888+133.9% | $71,209+146.0% | $142,382+23.0% |
| Participation rate | 41.7% | 76.2%-34.6pp | 73.8%-32.1pp | 80.1%-38.5pp |
| Annual return | 13.68% | 345.14%-331.5pp | 282.51%-268.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,117 | $2,854-60.9% | $2,721-59.0% | $4,299-74.0% |
| Participant deferral / active EE | $1,311 | $4,454-70.6% | $4,175-68.6% | $6,507-79.8% |
| Admin fee / account holder | $2,041 | $5,568-63.4% | $5,349-61.8% | $12,624-83.8% |