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 | $64,549 | $62,327+3.6% | $120,354-46.4% | $74,495-13.4% |
| Participation rate | 23.3% | 56.8%-33.5pp | 71.9%-48.6pp | 67.2%-43.9pp |
| Annual return | 26.34% | 18.61%+7.7pp | 107.15%-80.8pp | 1364.94%-1338.6pp |
| Employer contribution / active EE | $635 | $1,843-65.5% | $3,463-81.7% | $2,623-75.8% |
| Participant deferral / active EE | $1,658 | $2,893-42.7% | $4,991-66.8% | $4,346-61.9% |
| Admin fee / account holder | $2,696 | $2,396+12.5% | $9,423-71.4% | $1,942+38.9% |