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 4-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 | $124,404 | $81,248+53.1% | $155,509-20.0% | $80,856+53.9% |
| Participation rate | 61.7% | 66.2%-4.5pp | 78.2%-16.5pp | 67.6%-5.9pp |
| Annual return | 14.18% | 33.31%-19.1pp | 64.67%-50.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $7,925 | $3,100+155.6% | $4,672+69.6% | $2,755+187.7% |
| Participant deferral / active EE | $4,599 | $3,452+33.3% | $5,626-18.3% | $4,296+7.1% |
| Admin fee / account holder | $1,681 | $7,997-79.0% | $15,912-89.4% | $6,918-75.7% |