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 5-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 | $77,309 | $117,983-34.5% | $101,794-24.1% | $142,382-45.7% |
| Participation rate | 64.3% | 74.2%-9.9pp | 69.2%-4.9pp | 80.1%-15.8pp |
| Annual return | 19.94% | 36.92%-17.0pp | 30.53%-10.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $3,850 | $2,773+38.8% | $2,289+68.2% | $4,299-10.5% |
| Participant deferral / active EE | $5,737 | $4,714+21.7% | $4,084+40.5% | $6,507-11.8% |
| Admin fee / account holder | $511 | $10,433-95.1% | $8,777-94.2% | $12,624-96.0% |