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 | $117,527 | $59,097+98.9% | $82,389+42.7% | $74,304+58.2% |
| Participation rate | 50.4% | 52.8%-2.4pp | 69.5%-19.2pp | 60.3%-10.0pp |
| Annual return | 57.13% | 22.85%+34.3pp | 28.67%+28.5pp | 29.43%+27.7pp |
| Employer contribution / active EE | $1,997 | $1,601+24.7% | $2,517-20.7% | $2,241-10.9% |
| Participant deferral / active EE | $4,547 | $2,775+63.8% | $4,155+9.4% | $3,767+20.7% |
| Admin fee / account holder | $25,664 | $4,489+471.7% | $7,231+254.9% | $2,969+764.4% |