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 | $92,104 | $115,882-20.5% | $100,516-8.4% | $158,922-42.0% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 15.75% | 34.79%-19.0pp | 30.89%-15.1pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,512 | $4,103-63.1% | $3,418-55.7% | $4,761-68.2% |
| Participant deferral / active EE | $5,940 | $6,674-11.0% | $6,270-5.3% | $5,982-0.7% |
| Admin fee / account holder | $1,098 | $10,995-90.0% | $8,081-86.4% | $11,246-90.2% |