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 | $183,468 | $201,272-8.8% | $184,203-0.4% | $145,922+25.7% |
| Participation rate | 42.9% | 87.5%-44.6pp | 86.8%-44.0pp | 80.3%-37.4pp |
| Annual return | 12.66% | 29.00%-16.3pp | 28.81%-16.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,857 | $7,022-73.5% | $6,427-71.1% | $4,660-60.1% |
| Participant deferral / active EE | $4,045 | $9,806-58.7% | $9,131-55.7% | $6,688-39.5% |
| Admin fee / account holder | $2,637 | $16,364-83.9% | $13,901-81.0% | $13,397-80.3% |