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 | $93,352 | $154,117-39.4% | $129,995-28.2% | $139,434-33.0% |
| Participation rate | 54.5% | 82.0%-27.4pp | 78.5%-23.9pp | 80.3%-25.8pp |
| Annual return | 25.27% | 32.48%-7.2pp | -137.18%+162.5pp | 372.94%-347.7pp |
| Employer contribution / active EE | $2,957 | $5,289-44.1% | $4,320-31.5% | $4,751-37.8% |
| Participant deferral / active EE | $7,982 | $6,710+19.0% | $5,820+37.1% | $6,710+18.9% |
| Admin fee / account holder | $853 | $14,007-93.9% | $10,614-92.0% | $11,403-92.5% |