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 | $55,216 | $157,256-64.9% | $141,162-60.9% | $152,861-63.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 14.91% | 64.32%-49.4pp | 71.39%-56.5pp | 345.32%-330.4pp |
| Employer contribution / active EE | $1,602 | $5,261-69.6% | $4,735-66.2% | $4,762-66.4% |
| Participant deferral / active EE | $4,373 | $7,109-38.5% | $6,709-34.8% | $5,850-25.3% |
| Admin fee / account holder | $484 | $12,120-96.0% | $10,261-95.3% | $11,596-95.8% |