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 | $205,595 | $70,756+190.6% | $65,493+213.9% | $142,382+44.4% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 12.67% | 1754.89%-1742.2pp | 982.45%-969.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $4,621 | $2,881+60.4% | $2,574+79.5% | $4,299+7.5% |
| Participant deferral / active EE | $4,198 | $4,637-9.5% | $3,961+6.0% | $6,507-35.5% |
| Admin fee / account holder | $11,121 | $6,559+69.6% | $5,028+121.2% | $12,624-11.9% |