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 | $236,921 | $107,452+120.5% | $91,541+158.8% | $142,382+66.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 35.03% | 22.06%+13.0pp | 20.50%+14.5pp | 217.08%-182.0pp |
| Employer contribution / active EE | $1,806 | $2,994-39.7% | $2,505-27.9% | $4,299-58.0% |
| Participant deferral / active EE | $4,111 | $4,754-13.5% | $4,008+2.6% | $6,507-36.8% |
| Admin fee / account holder | $32,555 | $8,834+268.5% | $6,956+368.0% | $12,624+157.9% |