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 | $53,290 | $110,261-51.7% | $95,745-44.3% | $139,434-61.8% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 21.37% | 27.11%-5.7pp | 28.35%-7.0pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,519 | $3,257-53.4% | $2,835-46.4% | $4,751-68.0% |
| Participant deferral / active EE | $3,383 | $4,676-27.7% | $4,245-20.3% | $6,710-49.6% |
| Admin fee / account holder | $7,379 | $6,613+11.6% | $5,678+30.0% | $11,403-35.3% |