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 | $130,048 | $74,888+73.7% | $71,209+82.6% | $142,382-8.7% |
| Participation rate | 52.6% | 76.2%-23.6pp | 73.8%-21.1pp | 80.1%-27.5pp |
| Annual return | 15.37% | 345.14%-329.8pp | 282.51%-267.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,513 | $2,854-47.0% | $2,721-44.4% | $4,299-64.8% |
| Participant deferral / active EE | $6,079 | $4,454+36.5% | $4,175+45.6% | $6,507-6.6% |
| Admin fee / account holder | $3,448 | $5,568-38.1% | $5,349-35.5% | $12,624-72.7% |