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 | $178,552 | $226,064-21.0% | $182,532-2.2% | $152,861+16.8% |
| Participation rate | 14.3% | 82.5%-68.2pp | 78.0%-63.7pp | 82.4%-68.2pp |
| Annual return | 15.26% | 192.51%-177.2pp | 148.54%-133.3pp | 345.32%-330.1pp |
| Employer contribution / active EE | $3,676 | $4,978-26.2% | $4,076-9.8% | $4,762-22.8% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,524-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2,434 | $10,703-77.3% | $8,592-71.7% | $11,596-79.0% |