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 | $117,118 | $63,861+83.4% | $104,607+12.0% | $79,858+46.7% |
| Participation rate | 66.7% | 64.9%+1.7pp | 74.1%-7.4pp | 69.6%-3.0pp |
| Annual return | 13.96% | 21.30%-7.3pp | 340.46%-326.5pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,498 | $1,588+57.2% | $2,681-6.8% | $2,471+1.1% |
| Participant deferral / active EE | $4,251 | $2,693+57.8% | $3,740+13.7% | $3,740+13.7% |
| Admin fee / account holder | $14,566 | $4,185+248.1% | $6,473+125.0% | $5,306+174.5% |