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 | $75,421 | $103,376-27.0% | $87,100-13.4% | $152,861-50.7% |
| Participation rate | 53.8% | 79.3%-25.5pp | 76.9%-23.0pp | 82.4%-28.6pp |
| Annual return | 20.84% | 28.10%-7.3pp | 28.19%-7.4pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,368 | $3,220-57.5% | $2,521-45.7% | $4,762-71.3% |
| Participant deferral / active EE | $5,864 | $4,778+22.7% | $4,049+44.8% | $5,850+0.2% |
| Admin fee / account holder | $21,192 | $12,205+73.6% | $7,497+182.7% | $11,596+82.7% |