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 | $116,001 | $37,426+209.9% | $77,482+49.7% | $79,858+45.3% |
| Participation rate | 9.1% | 41.5%-32.4pp | 54.2%-45.1pp | 69.6%-60.5pp |
| Annual return | 13.01% | 39.70%-26.7pp | 54.79%-41.8pp | 31.71%-18.7pp |
| Employer contribution / active EE | $147 | $637-76.9% | $986-85.1% | $2,471-94.0% |
| Participant deferral / active EE | $792 | $1,260-37.1% | $1,861-57.4% | $3,740-78.8% |
| Admin fee / account holder | $771 | $2,504-69.2% | $2,858-73.0% | $5,306-85.5% |