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 | $206,556 | $39,019+429.4% | $80,716+155.9% | $85,850+140.6% |
| Participation rate | 26.9% | 41.5%-14.6pp | 54.2%-27.2pp | 69.3%-42.4pp |
| Annual return | 25.59% | 26.27%-0.7pp | 87.28%-61.7pp | 318.53%-292.9pp |
| Employer contribution / active EE | $310 | $722-57.0% | $1,160-73.2% | $2,565-87.9% |
| Participant deferral / active EE | $310 | $1,326-76.6% | $2,146-85.5% | $3,952-92.1% |
| Admin fee / account holder | $1,645 | $2,431-32.3% | $3,380-51.3% | $6,260-73.7% |