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 | $79,838 | $111,754-28.6% | $103,333-22.7% | $145,922-45.3% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.6pp |
| Annual return | 31.44% | 24.77%+6.7pp | 24.88%+6.6pp | 561.29%-529.8pp |
| Employer contribution / active EE | $2,767 | $4,212-34.3% | $3,868-28.5% | $4,660-40.6% |
| Participant deferral / active EE | $6,166 | $5,619+9.7% | $5,057+21.9% | $6,688-7.8% |
| Admin fee / account holder | $1,199 | $9,750-87.7% | $8,355-85.6% | $13,397-91.0% |