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 | $107,547 | $157,256-31.6% | $141,162-23.8% | $152,861-29.6% |
| Participation rate | 54.2% | 84.8%-30.7pp | 82.5%-28.3pp | 82.4%-28.3pp |
| Annual return | 20.07% | 64.32%-44.3pp | 71.39%-51.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,875 | $5,261-64.4% | $4,735-60.4% | $4,762-60.6% |
| Participant deferral / active EE | $5,049 | $7,109-29.0% | $6,709-24.7% | $5,850-13.7% |
| Admin fee / account holder | $2,610 | $12,120-78.5% | $10,261-74.6% | $11,596-77.5% |