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 | $58,793 | $101,069-41.8% | $81,478-27.8% | $147,584-60.2% |
| Participation rate | 45.5% | 74.5%-29.0pp | 68.0%-22.5pp | 82.8%-37.4pp |
| Annual return | 16.61% | 32.40%-15.8pp | 38.78%-22.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,399 | $3,205-56.3% | $2,568-45.5% | $4,876-71.3% |
| Participant deferral / active EE | $2,659 | $4,242-37.3% | $3,537-24.8% | $5,439-51.1% |
| Admin fee / account holder | $11,923 | $5,812+105.2% | $4,561+161.4% | $10,885+9.5% |