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 | $126,914 | $152,587-16.8% | $125,175+1.4% | $152,861-17.0% |
| Participation rate | 33.3% | 83.3%-50.0pp | 79.8%-46.4pp | 82.4%-49.1pp |
| Annual return | 10.49% | 54.84%-44.3pp | 43.79%-33.3pp | 345.32%-334.8pp |
| Employer contribution / active EE | $1,253 | $4,946-74.7% | $3,865-67.6% | $4,762-73.7% |
| Participant deferral / active EE | $2,935 | $5,868-50.0% | $4,937-40.6% | $5,850-49.8% |
| Admin fee / account holder | $351 | $13,434-97.4% | $9,702-96.4% | $11,596-97.0% |