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 9-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 | $162,387 | $140,940+15.2% | $112,229+44.7% | $139,434+16.5% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 18.19% | 32.71%-14.5pp | 30.20%-12.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,734 | $4,283-59.5% | $3,430-49.4% | $4,751-63.5% |
| Participant deferral / active EE | $11,044 | $5,874+88.0% | $4,798+130.2% | $6,710+64.6% |
| Admin fee / account holder | $2,601 | $9,954-73.9% | $7,748-66.4% | $11,403-77.2% |