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 | $94,029 | $201,272-53.3% | $184,203-49.0% | $145,922-35.6% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 22.56% | 29.00%-6.4pp | 28.81%-6.2pp | 561.29%-538.7pp |
| Employer contribution / active EE | $6,076 | $7,022-13.5% | $6,427-5.5% | $4,660+30.4% |
| Participant deferral / active EE | $17,404 | $9,806+77.5% | $9,131+90.6% | $6,688+160.2% |
| Admin fee / account holder | $13,633 | $16,364-16.7% | $13,901-1.9% | $13,397+1.8% |