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 | $122,418 | $85,202+43.7% | $172,739-29.1% | $72,985+67.7% |
| Participation rate | 57.1% | 70.1%-12.9pp | 82.6%-25.5pp | 69.5%-12.3pp |
| Annual return | 31.52% | 27.32%+4.2pp | 802.84%-771.3pp | 81.00%-49.5pp |
| Employer contribution / active EE | $1,903 | $3,324-42.7% | $5,143-63.0% | $2,440-22.0% |
| Participant deferral / active EE | $3,443 | $3,260+5.6% | $5,198-33.8% | $3,607-4.6% |
| Admin fee / account holder | $865 | $5,884-85.3% | $13,954-93.8% | $5,124-83.1% |