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 | $77,958 | $150,187-48.1% | $120,354-35.2% | $145,922-46.6% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 12.38% | 154.07%-141.7pp | 107.15%-94.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,313 | $4,348-46.8% | $3,463-33.2% | $4,660-50.4% |
| Participant deferral / active EE | $2,891 | $6,173-53.2% | $4,991-42.1% | $6,688-56.8% |
| Admin fee / account holder | $4,903 | $12,207-59.8% | $9,423-48.0% | $13,397-63.4% |