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 | $65,348 | $80,753-19.1% | $136,294-52.1% | $62,292+4.9% |
| Participation rate | 61.6% | 73.5%-11.9pp | 81.9%-20.3pp | 69.5%-7.9pp |
| Annual return | 22.79% | 35.83%-13.0pp | 5155.94%-5133.1pp | 28.90%-6.1pp |
| Employer contribution / active EE | $2,484 | $2,884-13.9% | $4,695-47.1% | $2,042+21.6% |
| Participant deferral / active EE | $5,474 | $5,164+6.0% | $6,247-12.4% | $3,169+72.7% |
| Admin fee / account holder | $1,438 | $525+173.7% | $9,243-84.4% | $479+200.0% |