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 | $102,623 | $99,877+2.7% | $84,966+20.8% | $145,922-29.7% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 15.52% | 83.76%-68.2pp | 66.38%-50.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $4,624 | $3,231+43.1% | $2,727+69.6% | $4,660-0.8% |
| Participant deferral / active EE | $6,119 | $5,291+15.7% | $4,519+35.4% | $6,688-8.5% |
| Admin fee / account holder | $9,534 | $7,248+31.5% | $6,149+55.1% | $13,397-28.8% |