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 8-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 | $213,856 | $133,922+59.7% | $116,228+84.0% | $142,382+50.2% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.6%-19.0pp | 80.1%-24.6pp |
| Annual return | 110.84% | 147.76%-36.9pp | 90.06%+20.8pp | 217.08%-106.2pp |
| Employer contribution / active EE | $2,889 | $3,446-16.2% | $2,994-3.5% | $4,299-32.8% |
| Participant deferral / active EE | $2,889 | $5,672-49.1% | $4,953-41.7% | $6,507-55.6% |
| Admin fee / account holder | $12,862 | $14,945-13.9% | $11,989+7.3% | $12,624+1.9% |