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 | $150,513 | $165,984-9.3% | $164,813-8.7% | $145,922+3.1% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.6%-23.0pp | 80.3%-24.7pp |
| Annual return | 9.60% | 100.03%-90.4pp | 69.93%-60.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $4,305 | $5,273-18.4% | $4,341-0.8% | $4,660-7.6% |
| Participant deferral / active EE | $9,644 | $6,959+38.6% | $6,031+59.9% | $6,688+44.2% |
| Admin fee / account holder | $26,340 | $16,648+58.2% | $12,690+107.6% | $13,397+96.6% |