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 | $245,382 | $175,202+40.1% | $149,673+63.9% | $139,434+76.0% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 15.13% | 166.71%-151.6pp | 134.42%-119.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,087 | $5,474-61.9% | $4,818-56.7% | $4,751-56.1% |
| Participant deferral / active EE | $5,395 | $6,519-17.2% | $5,680-5.0% | $6,710-19.6% |
| Admin fee / account holder | $1,094 | $16,150-93.2% | $13,210-91.7% | $11,403-90.4% |