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 | $173,263 | $111,754+55.0% | $103,333+67.7% | $145,922+18.7% |
| Participation rate | 60.9% | 77.9%-17.1pp | 74.5%-13.6pp | 80.3%-19.4pp |
| Annual return | 12.69% | 24.77%-12.1pp | 24.88%-12.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,964 | $4,212-53.4% | $3,868-49.2% | $4,660-57.9% |
| Participant deferral / active EE | $6,566 | $5,619+16.9% | $5,057+29.8% | $6,688-1.8% |
| Admin fee / account holder | $816 | $9,750-91.6% | $8,355-90.2% | $13,397-93.9% |