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 | $131,647 | $169,032-22.1% | $129,207+1.9% | $145,922-9.8% |
| Participation rate | 42.9% | 76.4%-33.6pp | 69.6%-26.8pp | 80.3%-37.4pp |
| Annual return | 13.48% | 14330.11%-14316.6pp | 9417.33%-9403.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,101 | $5,537-62.1% | $4,153-49.4% | $4,660-54.9% |
| Participant deferral / active EE | $3,552 | $4,987-28.8% | $4,168-14.8% | $6,688-46.9% |
| Admin fee / account holder | $11,784 | $9,954+18.4% | $7,715+52.7% | $13,397-12.0% |