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 | $42,151 | $126,574-66.7% | $106,213-60.3% | $145,922-71.1% |
| Participation rate | 53.3% | 77.6%-24.3pp | 75.3%-21.9pp | 80.3%-26.9pp |
| Annual return | 8.97% | 224.79%-215.8pp | 116.14%-107.2pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,254 | $3,730-66.4% | $3,171-60.5% | $4,660-73.1% |
| Participant deferral / active EE | $2,447 | $5,724-57.2% | $5,016-51.2% | $6,688-63.4% |
| Admin fee / account holder | $20,038 | $17,304+15.8% | $11,033+81.6% | $13,397+49.6% |