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 | $141,518 | $96,635+46.4% | $86,612+63.4% | $139,434+1.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 12.12% | 106.41%-94.3pp | 591.07%-578.9pp | 372.94%-360.8pp |
| Employer contribution / active EE | $4,903 | $3,263+50.3% | $3,022+62.2% | $4,751+3.2% |
| Participant deferral / active EE | $4,146 | $4,836-14.3% | $4,438-6.6% | $6,710-38.2% |
| Admin fee / account holder | $3,375 | $6,408-47.3% | $5,614-39.9% | $11,403-70.4% |