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 | $81,290 | $58,208+39.7% | $81,812-0.6% | $80,856+0.5% |
| Participation rate | 61.5% | 63.4%-1.9pp | 72.3%-10.8pp | 67.6%-6.1pp |
| Annual return | 13.98% | 41.66%-27.7pp | 773.79%-759.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,089 | $2,340+32.0% | $2,912+6.1% | $2,755+12.1% |
| Participant deferral / active EE | $5,222 | $3,281+59.2% | $4,319+20.9% | $4,296+21.6% |
| Admin fee / account holder | $2,272 | $4,981-54.4% | $7,386-69.2% | $6,918-67.2% |