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 | $185,974 | $109,982+69.1% | $97,226+91.3% | $145,922+27.4% |
| Participation rate | 57.1% | 75.9%-18.8pp | 72.7%-15.5pp | 80.3%-23.1pp |
| Annual return | 9.24% | 242.90%-233.7pp | 75.13%-65.9pp | 561.29%-552.0pp |
| Employer contribution / active EE | $11,234 | $3,084+264.3% | $2,729+311.7% | $4,660+141.1% |
| Participant deferral / active EE | $3,411 | $4,676-27.1% | $4,264-20.0% | $6,688-49.0% |
| Admin fee / account holder | $1,018 | $6,221-83.6% | $5,654-82.0% | $13,397-92.4% |