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 | $95,427 | $114,381-16.6% | $107,525-11.3% | $142,382-33.0% |
| Participation rate | 47.8% | 78.1%-30.3pp | 75.1%-27.2pp | 80.1%-32.3pp |
| Annual return | 16.40% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,358 | $4,015-16.4% | $3,754-10.5% | $4,299-21.9% |
| Participant deferral / active EE | $7,050 | $5,564+26.7% | $5,116+37.8% | $6,507+8.3% |
| Admin fee / account holder | $27,601 | $9,860+179.9% | $8,919+209.5% | $12,624+118.6% |