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 | $92,121 | $148,534-38.0% | $135,903-32.2% | $139,434-33.9% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 17.39% | 79.19%-61.8pp | 68.23%-50.8pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,212 | $5,243-76.9% | $4,856-75.0% | $4,751-74.5% |
| Participant deferral / active EE | $3,119 | $8,100-61.5% | $7,758-59.8% | $6,710-53.5% |
| Admin fee / account holder | $853 | $12,400-93.1% | $10,762-92.1% | $11,403-92.5% |