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 4-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 | $174,282 | $117,841+47.9% | $102,423+70.2% | $145,922+19.4% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-46.9pp |
| Annual return | 11.48% | 31.65%-20.2pp | 29.32%-17.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,672 | $3,615-53.7% | $3,023-44.7% | $4,660-64.1% |
| Participant deferral / active EE | $4,352 | $5,731-24.1% | $5,053-13.9% | $6,688-34.9% |
| Admin fee / account holder | $13,017 | $13,326-2.3% | $9,451+37.7% | $13,397-2.8% |