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 5-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 | $58,959 | $54,705+7.8% | $71,209-17.2% | $84,808-30.5% |
| Participation rate | 37.5% | 64.1%-26.6pp | 73.8%-36.3pp | 68.3%-30.8pp |
| Annual return | 24.66% | 35.90%-11.2pp | 282.51%-257.9pp | 40.90%-16.2pp |
| Employer contribution / active EE | $1,099 | $2,158-49.1% | $2,721-59.6% | $2,631-58.2% |
| Participant deferral / active EE | $3,992 | $3,030+31.7% | $4,175-4.4% | $4,212-5.2% |
| Admin fee / account holder | $10,213 | $4,863+110.0% | $5,349+90.9% | $7,344+39.1% |