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 | $175,457 | $165,984+5.7% | $164,813+6.5% | $145,922+20.2% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.6%-23.0pp | 80.3%-24.7pp |
| Annual return | 17.48% | 100.03%-82.6pp | 69.93%-52.5pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,676 | $5,273-68.2% | $4,341-61.4% | $4,660-64.0% |
| Participant deferral / active EE | $2,095 | $6,959-69.9% | $6,031-65.3% | $6,688-68.7% |
| Admin fee / account holder | $20,206 | $16,648+21.4% | $12,690+59.2% | $13,397+50.8% |