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 | $54,304 | $169,032-67.9% | $129,207-58.0% | $145,922-62.8% |
| Participation rate | 56.3% | 76.4%-20.2pp | 69.6%-13.4pp | 80.3%-24.0pp |
| Annual return | 29.04% | 14330.11%-14301.1pp | 9417.33%-9388.3pp | 561.29%-532.2pp |
| Employer contribution / active EE | $1,241 | $5,537-77.6% | $4,153-70.1% | $4,660-73.4% |
| Participant deferral / active EE | $4,117 | $4,987-17.5% | $4,168-1.2% | $6,688-38.4% |
| Admin fee / account holder | $4,866 | $9,954-51.1% | $7,715-36.9% | $13,397-63.7% |