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 | $184,707 | $156,846+17.8% | $121,098+52.5% | $139,434+32.5% |
| Participation rate | 25.0% | 76.4%-51.4pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | 17.05% | 1474.56%-1457.5pp | 985.75%-968.7pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,548 | $5,536-72.0% | $4,164-62.8% | $4,751-67.4% |
| Participant deferral / active EE | $5,048 | $4,844+4.2% | $4,080+23.7% | $6,710-24.8% |
| Admin fee / account holder | $15,508 | $6,946+123.3% | $5,644+174.7% | $11,403+36.0% |