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 | $62,476 | $107,934-42.1% | $91,989-32.1% | $152,861-59.1% |
| Participation rate | 60.0% | 81.2%-21.2pp | 78.6%-18.6pp | 82.4%-22.4pp |
| Annual return | 33.95% | 89.24%-55.3pp | 69.02%-35.1pp | 345.32%-311.4pp |
| Employer contribution / active EE | $9,687 | $4,210+130.1% | $3,452+180.6% | $4,762+103.4% |
| Participant deferral / active EE | $3,127 | $6,364-50.9% | $5,923-47.2% | $5,850-46.5% |
| Admin fee / account holder | $422 | $10,520-96.0% | $7,743-94.5% | $11,596-96.4% |