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 | $55,198 | $117,841-53.2% | $102,423-46.1% | $145,922-62.2% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 18.73% | 31.65%-12.9pp | 29.32%-10.6pp | 561.29%-542.6pp |
| Employer contribution / active EE | $1,456 | $3,615-59.7% | $3,023-51.8% | $4,660-68.7% |
| Participant deferral / active EE | $8,176 | $5,731+42.7% | $5,053+61.8% | $6,688+22.2% |
| Admin fee / account holder | $898 | $13,326-93.3% | $9,451-90.5% | $13,397-93.3% |