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 | $225,931 | $201,272+12.3% | $184,203+22.7% | $145,922+54.8% |
| Participation rate | 64.7% | 87.5%-22.8pp | 86.8%-22.1pp | 80.3%-15.6pp |
| Annual return | 67.59% | 29.00%+38.6pp | 28.81%+38.8pp | 561.29%-493.7pp |
| Employer contribution / active EE | $2,150 | $7,022-69.4% | $6,427-66.5% | $4,660-53.9% |
| Participant deferral / active EE | $5,393 | $9,806-45.0% | $9,131-40.9% | $6,688-19.4% |
| Admin fee / account holder | $457 | $16,364-97.2% | $13,901-96.7% | $13,397-96.6% |