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 | $132,993 | $175,202-24.1% | $149,673-11.1% | $139,434-4.6% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 22.39% | 166.71%-144.3pp | 134.42%-112.0pp | 372.94%-350.6pp |
| Employer contribution / active EE | $2,117 | $5,474-61.3% | $4,818-56.0% | $4,751-55.4% |
| Participant deferral / active EE | $4,891 | $6,519-25.0% | $5,680-13.9% | $6,710-27.1% |
| Admin fee / account holder | $641 | $16,150-96.0% | $13,210-95.1% | $11,403-94.4% |