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 | $226,784 | $99,020+129.0% | $86,590+161.9% | $147,584+53.7% |
| Participation rate | 64.7% | 76.3%-11.6pp | 73.5%-8.8pp | 82.8%-18.1pp |
| Annual return | 11.26% | 1312.34%-1301.1pp | 964.84%-953.6pp | 578.55%-567.3pp |
| Employer contribution / active EE | $1,327 | $3,132-57.6% | $2,839-53.3% | $4,876-72.8% |
| Participant deferral / active EE | $2,980 | $3,972-25.0% | $3,609-17.4% | $5,439-45.2% |
| Admin fee / account holder | $3,853 | $5,710-32.5% | $4,906-21.5% | $10,885-64.6% |