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 | $120,520 | $198,466-39.3% | $170,442-29.3% | $147,584-18.3% |
| Participation rate | 38.5% | 88.0%-49.5pp | 83.6%-45.1pp | 82.8%-44.4pp |
| Annual return | 21.26% | 257.29%-236.0pp | 205.93%-184.7pp | 578.55%-557.3pp |
| Employer contribution / active EE | $1,352 | $6,184-78.1% | $5,433-75.1% | $4,876-72.3% |
| Participant deferral / active EE | $3,045 | $5,629-45.9% | $4,939-38.3% | $5,439-44.0% |
| Admin fee / account holder | $2,496 | $16,852-85.2% | $13,880-82.0% | $10,885-77.1% |