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 9-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 | $62,877 | $58,208+8.0% | $81,812-23.1% | $80,856-22.2% |
| Participation rate | 62.5% | 63.4%-0.9pp | 72.3%-9.8pp | 67.6%-5.1pp |
| Annual return | 11.04% | 41.66%-30.6pp | 773.79%-762.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,971 | $2,340-15.8% | $2,912-32.3% | $2,755-28.4% |
| Participant deferral / active EE | $5,898 | $3,281+79.8% | $4,319+36.6% | $4,296+37.3% |
| Admin fee / account holder | $10,878 | $4,981+118.4% | $7,386+47.3% | $6,918+57.2% |