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 | $104,060 | $155,788-33.2% | $124,672-16.5% | $167,490-37.9% |
| Participation rate | 56.5% | 81.1%-24.6pp | 74.6%-18.1pp | 82.1%-25.6pp |
| Annual return | 14.22% | 17.97%-3.8pp | 5142.93%-5128.7pp | 478.56%-464.3pp |
| Employer contribution / active EE | $1,415 | $4,163-66.0% | $3,324-57.4% | $4,837-70.7% |
| Participant deferral / active EE | $3,539 | $5,673-37.6% | $4,614-23.3% | $6,341-44.2% |
| Admin fee / account holder | $4,197 | $9,531-56.0% | $7,493-44.0% | $12,309-65.9% |