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 6-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 | $213,452 | $159,901+33.5% | $146,958+45.2% | $145,922+46.3% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 18.49% | 98.13%-79.6pp | 418.34%-399.9pp | 561.29%-542.8pp |
| Employer contribution / active EE | $3,567 | $5,286-32.5% | $4,933-27.7% | $4,660-23.4% |
| Participant deferral / active EE | $8,045 | $8,428-4.5% | $8,070-0.3% | $6,688+20.3% |
| Admin fee / account holder | $4,179 | $15,044-72.2% | $12,998-67.8% | $13,397-68.8% |