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 | $151,394 | $106,515+42.1% | $96,683+56.6% | $139,434+8.6% |
| Participation rate | 52.9% | 77.8%-24.9pp | 74.3%-21.4pp | 80.3%-27.4pp |
| Annual return | 15.88% | 38.43%-22.5pp | 35.69%-19.8pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,519 | $4,103-63.0% | $3,737-59.3% | $4,751-68.0% |
| Participant deferral / active EE | $2,402 | $5,454-56.0% | $4,878-50.8% | $6,710-64.2% |
| Admin fee / account holder | $6,969 | $7,877-11.5% | $6,730+3.6% | $11,403-38.9% |