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 8-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 | $60,606 | $31,310+93.6% | $53,898+12.4% | $74,304-18.4% |
| Participation rate | 12.8% | 30.7%-17.9pp | 55.0%-42.2pp | 60.3%-47.5pp |
| Annual return | 15.12% | 23.16%-8.0pp | 528.60%-513.5pp | 29.43%-14.3pp |
| Employer contribution / active EE | $365 | $450-19.0% | $932-60.9% | $2,241-83.7% |
| Participant deferral / active EE | $988 | $934+5.8% | $1,826-45.9% | $3,767-73.8% |
| Admin fee / account holder | $3,629 | $2,175+66.8% | $2,491+45.7% | $2,969+22.2% |