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 9-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 | $94,604 | $105,181-10.1% | $159,436-40.7% | $85,850+10.2% |
| Participation rate | 42.3% | 75.8%-33.5pp | 82.8%-40.5pp | 69.3%-27.0pp |
| Annual return | 16.13% | 45.07%-28.9pp | 263.57%-247.4pp | 318.53%-302.4pp |
| Employer contribution / active EE | $1,187 | $3,318-64.2% | $4,829-75.4% | $2,565-53.7% |
| Participant deferral / active EE | $6,755 | $5,945+13.6% | $7,352-8.1% | $3,952+70.9% |
| Admin fee / account holder | $734 | $6,933-89.4% | $10,799-93.2% | $6,260-88.3% |