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 8-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 | $191,636 | $159,602+20.1% | $150,045+27.7% | $142,382+34.6% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.3%-53.8pp | 80.1%-51.5pp |
| Annual return | 20.73% | 70.24%-49.5pp | 62.55%-41.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,469 | $4,961-50.2% | $4,693-47.4% | $4,299-42.6% |
| Participant deferral / active EE | $6,714 | $8,310-19.2% | $7,997-16.0% | $6,507+3.2% |
| Admin fee / account holder | $1,111 | $14,846-92.5% | $13,435-91.7% | $12,624-91.2% |