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 | $125,887 | $95,862+31.3% | $79,550+58.2% | $134,475-6.4% |
| Participation rate | 63.6% | 75.0%-11.4pp | 69.5%-5.8pp | 81.2%-17.6pp |
| Annual return | 10.60% | -2.69%+13.3pp | 0.16%+10.4pp | 417.96%-407.4pp |
| Employer contribution / active EE | $2,523 | $3,128-19.4% | $2,413+4.5% | $4,740-46.8% |
| Participant deferral / active EE | $14,817 | $4,693+215.7% | $3,985+271.8% | $6,400+131.5% |
| Admin fee / account holder | $14,905 | $9,126+63.3% | $6,832+118.2% | $11,426+30.5% |