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 | $88,021 | $214,378-58.9% | $200,582-56.1% | $142,382-38.2% |
| Participation rate | 16.7% | 87.4%-70.8pp | 86.9%-70.2pp | 80.1%-63.5pp |
| Annual return | 16.58% | 46.41%-29.8pp | 42.33%-25.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $14,756 | $6,841+115.7% | $6,419+129.9% | $4,299+243.2% |
| Participant deferral / active EE | $21,491 | $9,865+117.9% | $9,331+130.3% | $6,507+230.3% |
| Admin fee / account holder | $13,344 | $17,692-24.6% | $16,305-18.2% | $12,624+5.7% |