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 | $55,835 | $53,053+5.2% | $126,539-55.9% | $74,304-24.9% |
| Participation rate | 56.5% | 48.0%+8.4pp | 69.8%-13.4pp | 60.3%-3.9pp |
| Annual return | 16.60% | 29.46%-12.9pp | 425.95%-409.3pp | 29.43%-12.8pp |
| Employer contribution / active EE | $962 | $1,168-17.6% | $3,674-73.8% | $2,241-57.1% |
| Participant deferral / active EE | $1,763 | $2,303-23.4% | $4,083-56.8% | $3,767-53.2% |
| Admin fee / account holder | $1,439 | $3,698-61.1% | $6,065-76.3% | $2,969-51.5% |