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 | $134,406 | $124,281+8.1% | $109,143+23.1% | $167,490-19.8% |
| Participation rate | 68.8% | 79.4%-10.7pp | 75.9%-7.1pp | 82.1%-13.4pp |
| Annual return | 20.00% | 26.04%-6.0pp | 25.75%-5.7pp | 478.56%-458.6pp |
| Employer contribution / active EE | $973 | $4,207-76.9% | $3,722-73.9% | $4,837-79.9% |
| Participant deferral / active EE | $2,249 | $5,255-57.2% | $4,653-51.7% | $6,341-64.5% |
| Admin fee / account holder | $18,455 | $7,970+131.6% | $6,752+173.3% | $12,309+49.9% |