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 | $70,830 | $112,881-37.3% | $90,951-22.1% | $158,922-55.4% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 25.37% | 215.79%-190.4pp | 134.60%-109.2pp | 302.83%-277.5pp |
| Employer contribution / active EE | $2,299 | $2,893-20.5% | $2,122+8.3% | $4,761-51.7% |
| Participant deferral / active EE | $4,374 | $4,128+6.0% | $3,373+29.7% | $5,982-26.9% |
| Admin fee / account holder | $397 | $8,041-95.1% | $5,959-93.3% | $11,246-96.5% |