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 9-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 | $76,245 | $150,818-49.4% | $75,972+0.4% | - |
| Participation rate | 36.4% | 67.3%-31.0pp | 69.1%-32.7pp | - |
| Annual return | 11.52% | 14.05%-2.5pp | 359.55%-348.0pp | - |
| Employer contribution / active EE | $1,273 | $2,537-49.8% | $2,685-52.6% | - |
| Participant deferral / active EE | $3,681 | $4,233-13.0% | $4,255-13.5% | - |
| Admin fee / account holder | $2,040 | $25,214-91.9% | $6,467-68.4% | - |