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 5-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 | $157,442 | $111,724+40.9% | $93,606+68.2% | $145,922+7.9% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-46.9pp |
| Annual return | 13.64% | 202.98%-189.3pp | 133.20%-119.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,525 | $3,090-18.3% | $2,420+4.3% | $4,660-45.8% |
| Participant deferral / active EE | $7,565 | $4,912+54.0% | $4,411+71.5% | $6,688+13.1% |
| Admin fee / account holder | $618 | $10,250-94.0% | $8,285-92.5% | $13,397-95.4% |