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 | $159,147 | $115,770+37.5% | $101,248+57.2% | $158,922+0.1% |
| Participation rate | 21.1% | 79.4%-58.3pp | 75.8%-54.8pp | 82.0%-60.9pp |
| Annual return | 20.36% | 56.14%-35.8pp | 46.47%-26.1pp | 302.83%-282.5pp |
| Employer contribution / active EE | $891 | $4,175-78.6% | $3,660-75.6% | $4,761-81.3% |
| Participant deferral / active EE | $2,080 | $4,957-58.0% | $4,370-52.4% | $5,982-65.2% |
| Admin fee / account holder | $782 | $7,245-89.2% | $5,945-86.8% | $11,246-93.0% |