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 7-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 | $95,674 | $106,515-10.2% | $96,683-1.0% | $139,434-31.4% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 16.08% | 38.43%-22.3pp | 35.69%-19.6pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,971 | $4,103-52.0% | $3,737-47.2% | $4,751-58.5% |
| Participant deferral / active EE | $11,117 | $5,454+103.8% | $4,878+127.9% | $6,710+65.7% |
| Admin fee / account holder | $5,243 | $7,877-33.4% | $6,730-22.1% | $11,403-54.0% |