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 | $115,669 | $114,381+1.1% | $107,525+7.6% | $142,382-18.8% |
| Participation rate | 30.0% | 78.1%-48.1pp | 75.1%-45.1pp | 80.1%-50.1pp |
| Annual return | 22.21% | 242.71%-220.5pp | 181.32%-159.1pp | 217.08%-194.9pp |
| Employer contribution / active EE | $970 | $4,015-75.8% | $3,754-74.2% | $4,299-77.4% |
| Participant deferral / active EE | $6,845 | $5,564+23.0% | $5,116+33.8% | $6,507+5.2% |
| Admin fee / account holder | $589 | $9,860-94.0% | $8,919-93.4% | $12,624-95.3% |