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 7-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 | $80,521 | $176,056-54.3% | $159,436-49.5% | $167,490-51.9% |
| Participation rate | 20.0% | 84.9%-64.9pp | 82.8%-62.8pp | 82.1%-62.1pp |
| Annual return | 11.69% | 331.75%-320.1pp | 263.57%-251.9pp | 478.56%-466.9pp |
| Employer contribution / active EE | $2,240 | $5,297-57.7% | $4,829-53.6% | $4,837-53.7% |
| Participant deferral / active EE | $5,200 | $7,750-32.9% | $7,352-29.3% | $6,341-18.0% |
| Admin fee / account holder | $1,088 | $12,554-91.3% | $10,799-89.9% | $12,309-91.2% |