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 | $64,646 | $70,669-8.5% | $169,368-61.8% | $75,163-14.0% |
| Participation rate | 63.4% | 64.8%-1.4pp | 77.1%-13.8pp | 67.2%-3.8pp |
| Annual return | 20.05% | 36.36%-16.3pp | 405.60%-385.6pp | 160.62%-140.6pp |
| Employer contribution / active EE | $3,262 | $2,211+47.6% | $4,013-18.7% | $2,670+22.2% |
| Participant deferral / active EE | $4,583 | $4,311+6.3% | $6,221-26.3% | $4,125+11.1% |
| Admin fee / account holder | $3,910 | $5,402-27.6% | $9,003-56.6% | $5,651-30.8% |