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 | $89,002 | $177,572-49.9% | $154,803-42.5% | $142,382-37.5% |
| Participation rate | 25.0% | 82.1%-57.1pp | 78.1%-53.1pp | 80.1%-55.1pp |
| Annual return | 20.53% | 65.07%-44.5pp | 58.88%-38.4pp | 217.08%-196.5pp |
| Employer contribution / active EE | $12,729 | $4,810+164.6% | $4,305+195.6% | $4,299+196.1% |
| Participant deferral / active EE | $7,807 | $6,272+24.5% | $5,540+40.9% | $6,507+20.0% |
| Admin fee / account holder | $1,086 | $16,786-93.5% | $14,329-92.4% | $12,624-91.4% |