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 | $108,365 | $58,208+86.2% | $81,812+32.5% | $80,856+34.0% |
| Participation rate | 58.6% | 63.4%-4.8pp | 72.3%-13.7pp | 67.6%-9.0pp |
| Annual return | 16.93% | 41.66%-24.7pp | 773.79%-756.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,094 | $2,340-10.5% | $2,912-28.1% | $2,755-24.0% |
| Participant deferral / active EE | $2,371 | $3,281-27.7% | $4,319-45.1% | $4,296-44.8% |
| Admin fee / account holder | $576 | $4,981-88.4% | $7,386-92.2% | $6,918-91.7% |