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 | $159,860 | $165,984-3.7% | $164,813-3.0% | $145,922+9.6% |
| Participation rate | 42.1% | 82.0%-39.9pp | 78.6%-36.5pp | 80.3%-38.2pp |
| Annual return | 19.02% | 100.03%-81.0pp | 69.93%-50.9pp | 561.29%-542.3pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,839 | $6,959-44.8% | $6,031-36.4% | $6,688-42.6% |
| Admin fee / account holder | $21,325 | $16,648+28.1% | $12,690+68.0% | $13,397+59.2% |