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 | $73,860 | $34,308+115.3% | $74,701-1.1% | $72,985+1.2% |
| Participation rate | 33.3% | 42.4%-9.1pp | 54.5%-21.1pp | 69.5%-36.2pp |
| Annual return | 25.14% | 26.58%-1.4pp | 752.92%-727.8pp | 81.00%-55.9pp |
| Employer contribution / active EE | $487 | $692-29.6% | $1,084-55.0% | $2,440-80.0% |
| Participant deferral / active EE | $2,336 | $1,271+83.8% | $1,964+19.0% | $3,607-35.2% |
| Admin fee / account holder | $3,121 | $2,124+46.9% | $3,333-6.4% | $5,124-39.1% |