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 | $156,399 | $157,256-0.5% | $141,162+10.8% | $152,861+2.3% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.4%-26.9pp |
| Annual return | 26.93% | 64.32%-37.4pp | 71.39%-44.5pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,151 | $5,261-78.1% | $4,735-75.7% | $4,762-75.8% |
| Participant deferral / active EE | $9,337 | $7,109+31.3% | $6,709+39.2% | $5,850+59.6% |
| Admin fee / account holder | $1,244 | $12,120-89.7% | $10,261-87.9% | $11,596-89.3% |