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 | $66,784 | $49,922+33.8% | $80,569-17.1% | $75,163-11.1% |
| Participation rate | 36.0% | 55.3%-19.3pp | 67.0%-31.0pp | 67.2%-31.2pp |
| Annual return | 17.13% | 34.69%-17.6pp | 935.43%-918.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,427 | $1,698-15.9% | $2,723-47.6% | $2,670-46.5% |
| Participant deferral / active EE | $2,744 | $2,990-8.2% | $4,447-38.3% | $4,125-33.5% |
| Admin fee / account holder | $2,102 | $3,577-41.2% | $5,377-60.9% | $5,651-62.8% |