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 | $185,745 | $135,952+36.6% | $123,892+49.9% | $273,961-32.2% |
| Participation rate | 55.6% | 84.1%-28.5pp | 81.4%-25.9pp | 83.0%-27.5pp |
| Annual return | 9.65% | 56.63%-47.0pp | 47.52%-37.9pp | 41.45%-31.8pp |
| Employer contribution / active EE | $1,322 | $5,170-74.4% | $4,617-71.4% | $4,869-72.8% |
| Participant deferral / active EE | $6,069 | $6,343-4.3% | $5,984+1.4% | $5,287+14.8% |
| Admin fee / account holder | $4,293 | $9,817-56.3% | $8,357-48.6% | $10,132-57.6% |