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 | $52,021 | $100,773-48.4% | $88,946-41.5% | $142,382-63.5% |
| Participation rate | 64.3% | 74.3%-10.0pp | 68.8%-4.6pp | 80.1%-15.8pp |
| Annual return | 17.25% | 70.18%-52.9pp | 57.82%-40.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,115 | $2,918-61.8% | $2,555-56.4% | $4,299-74.1% |
| Participant deferral / active EE | $5,209 | $5,230-0.4% | $4,581+13.7% | $6,507-19.9% |
| Admin fee / account holder | $553 | $9,693-94.3% | $8,261-93.3% | $12,624-95.6% |