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 8-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 | $122,139 | $127,065-3.9% | $113,168+7.9% | $142,382-14.2% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 14.93% | 24.03%-9.1pp | 24.27%-9.3pp | 217.08%-202.2pp |
| Employer contribution / active EE | $9,138 | $3,442+165.5% | $2,975+207.2% | $4,299+112.6% |
| Participant deferral / active EE | $2,825 | $5,716-50.6% | $5,107-44.7% | $6,507-56.6% |
| Admin fee / account holder | $5,086 | $15,736-67.7% | $12,068-57.9% | $12,624-59.7% |