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 | $56,597 | $81,208-30.3% | $98,907-42.8% | $79,858-29.1% |
| Participation rate | 65.6% | 72.5%-6.9pp | 76.0%-10.4pp | 69.6%-4.0pp |
| Annual return | 12.95% | 60.99%-48.0pp | 196.43%-183.5pp | 31.71%-18.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,472 | $3,265-54.9% | $4,244-65.3% | $3,740-60.6% |
| Admin fee / account holder | $7,001 | $6,013+16.4% | $6,642+5.4% | $5,306+31.9% |