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 | $35,965 | $77,419-53.5% | $69,455-48.2% | $152,861-76.5% |
| Participation rate | 68.8% | 78.1%-9.4pp | 74.6%-5.9pp | 82.4%-13.7pp |
| Annual return | 16.39% | 39.06%-22.7pp | 28.97%-12.6pp | 345.32%-328.9pp |
| Employer contribution / active EE | $1,742 | $3,315-47.4% | $2,779-37.3% | $4,762-63.4% |
| Participant deferral / active EE | $1,012 | $4,414-77.1% | $3,535-71.4% | $5,850-82.7% |
| Admin fee / account holder | $822 | $6,207-86.8% | $3,839-78.6% | $11,596-92.9% |