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 | $135,662 | $91,190+48.8% | $178,490-24.0% | $79,858+69.9% |
| Participation rate | 20.6% | 69.2%-48.6pp | 81.9%-61.3pp | 69.6%-49.0pp |
| Annual return | 12.06% | 24.19%-12.1pp | 151.07%-139.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $757 | $3,256-76.7% | $5,011-84.9% | $2,471-69.3% |
| Participant deferral / active EE | $1,621 | $3,236-49.9% | $5,202-68.8% | $3,740-56.7% |
| Admin fee / account holder | $1,847 | $6,751-72.6% | $13,984-86.8% | $5,306-65.2% |