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 | $52,450 | $48,046+9.2% | $84,611-38.0% | $72,985-28.1% |
| Participation rate | 69.2% | 57.6%+11.6pp | 68.2%+1.0pp | 69.5%-0.3pp |
| Annual return | 23.69% | 37.38%-13.7pp | 258.74%-235.1pp | 81.00%-57.3pp |
| Employer contribution / active EE | $420 | $1,602-73.8% | $2,652-84.2% | $2,440-82.8% |
| Participant deferral / active EE | $4,755 | $2,680+77.4% | $3,899+22.0% | $3,607+31.8% |
| Admin fee / account holder | $1,074 | $3,395-68.4% | $4,912-78.1% | $5,124-79.0% |