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 | $104,062 | $133,922-22.3% | $116,228-10.5% | $142,382-26.9% |
| Participation rate | 27.3% | 77.9%-50.6pp | 74.6%-47.3pp | 80.1%-52.8pp |
| Annual return | 13.84% | 147.76%-133.9pp | 90.06%-76.2pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,222 | $3,446-64.5% | $2,994-59.2% | $4,299-71.6% |
| Participant deferral / active EE | $3,134 | $5,672-44.8% | $4,953-36.7% | $6,507-51.8% |
| Admin fee / account holder | $11,187 | $14,945-25.1% | $11,989-6.7% | $12,624-11.4% |