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 | $74,353 | $56,114+32.5% | $96,139-22.7% | $85,850-13.4% |
| Participation rate | 44.0% | 56.7%-12.7pp | 68.4%-24.4pp | 69.3%-25.3pp |
| Annual return | 17.12% | 42.30%-25.2pp | 191.94%-174.8pp | 318.53%-301.4pp |
| Employer contribution / active EE | $962 | $1,620-40.6% | $2,797-65.6% | $2,565-62.5% |
| Participant deferral / active EE | $4,427 | $2,859+54.8% | $4,349+1.8% | $3,952+12.0% |
| Admin fee / account holder | $423 | $3,768-88.8% | $5,537-92.4% | $6,260-93.2% |