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 | $99,693 | $91,538+8.9% | $129,995-23.3% | $75,163+32.6% |
| Participation rate | 38.9% | 71.4%-32.5pp | 78.5%-39.6pp | 67.2%-28.3pp |
| Annual return | 15.86% | -631.11%+647.0pp | -137.18%+153.0pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,380 | $2,845-51.5% | $4,320-68.0% | $2,670-48.3% |
| Participant deferral / active EE | $3,044 | $4,341-29.9% | $5,820-47.7% | $4,125-26.2% |
| Admin fee / account holder | $4,789 | $6,790-29.5% | $10,614-54.9% | $5,651-15.3% |