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 | $81,850 | $157,256-48.0% | $141,162-42.0% | $152,861-46.5% |
| Participation rate | 68.2% | 84.8%-16.6pp | 82.5%-14.3pp | 82.4%-14.3pp |
| Annual return | 87.58% | 64.32%+23.3pp | 71.39%+16.2pp | 345.32%-257.7pp |
| Employer contribution / active EE | $1,353 | $5,261-74.3% | $4,735-71.4% | $4,762-71.6% |
| Participant deferral / active EE | $3,595 | $7,109-49.4% | $6,709-46.4% | $5,850-38.6% |
| Admin fee / account holder | $580 | $12,120-95.2% | $10,261-94.3% | $11,596-95.0% |