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 | $241,546 | $149,734+61.3% | $118,925+103.1% | $158,922+52.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 11.21% | 19.95%-8.7pp | 35.88%-24.7pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,270 | $4,115-69.1% | $3,263-61.1% | $4,761-73.3% |
| Participant deferral / active EE | $6,154 | $5,223+17.8% | $4,265+44.3% | $5,982+2.9% |
| Admin fee / account holder | $5,131 | $8,603-40.4% | $6,581-22.0% | $11,246-54.4% |