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 | $140,976 | $115,770+21.8% | $101,248+39.2% | $158,922-11.3% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 21.77% | 56.14%-34.4pp | 46.47%-24.7pp | 302.83%-281.1pp |
| Employer contribution / active EE | $1,894 | $4,175-54.6% | $3,660-48.2% | $4,761-60.2% |
| Participant deferral / active EE | $5,378 | $4,957+8.5% | $4,370+23.1% | $5,982-10.1% |
| Admin fee / account holder | $763 | $7,245-89.5% | $5,945-87.2% | $11,246-93.2% |