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 | $218,172 | $177,572+22.9% | $154,803+40.9% | $142,382+53.2% |
| Participation rate | 69.2% | 82.1%-12.8pp | 78.1%-8.8pp | 80.1%-10.9pp |
| Annual return | 12.52% | 65.07%-52.5pp | 58.88%-46.4pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,413 | $4,810-49.8% | $4,305-43.9% | $4,299-43.9% |
| Participant deferral / active EE | $9,269 | $6,272+47.8% | $5,540+67.3% | $6,507+42.4% |
| Admin fee / account holder | $1,280 | $16,786-92.4% | $14,329-91.1% | $12,624-89.9% |