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 6-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 | $176,292 | $106,584+65.4% | $101,326+74.0% | $142,382+23.8% |
| Participation rate | 64.7% | 82.7%-18.0pp | 81.5%-16.8pp | 80.1%-15.4pp |
| Annual return | 14.98% | 36.93%-21.9pp | 36.82%-21.8pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,110 | $3,956-21.4% | $3,665-15.2% | $4,299-27.7% |
| Participant deferral / active EE | $10,417 | $8,297+25.6% | $7,994+30.3% | $6,507+60.1% |
| Admin fee / account holder | $19,779 | $11,446+72.8% | $11,185+76.8% | $12,624+56.7% |