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 | $35,908 | $107,334-66.5% | $92,893-61.3% | $152,861-76.5% |
| Participation rate | 60.9% | 79.8%-18.9pp | 76.0%-15.1pp | 82.4%-21.6pp |
| Annual return | 28.76% | 145.58%-116.8pp | 109.41%-80.7pp | 345.32%-316.6pp |
| Employer contribution / active EE | $2,073 | $4,221-50.9% | $3,653-43.2% | $4,762-56.5% |
| Participant deferral / active EE | $4,764 | $4,845-1.7% | $4,236+12.5% | $5,850-18.6% |
| Admin fee / account holder | $632 | $7,079-91.1% | $5,794-89.1% | $11,596-94.5% |