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 | $59,136 | $109,982-46.2% | $97,226-39.2% | $145,922-59.5% |
| Participation rate | 61.1% | 75.9%-14.8pp | 72.7%-11.6pp | 80.3%-19.2pp |
| Annual return | 10.04% | 242.90%-232.9pp | 75.13%-65.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,739 | $3,084-43.6% | $2,729-36.3% | $4,660-62.7% |
| Participant deferral / active EE | $4,628 | $4,676-1.0% | $4,264+8.5% | $6,688-30.8% |
| Admin fee / account holder | $1,476 | $6,221-76.3% | $5,654-73.9% | $13,397-89.0% |