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 | $93,768 | $214,378-56.3% | $200,582-53.3% | $142,382-34.1% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 14.06% | 46.41%-32.3pp | 42.33%-28.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,724 | $6,841-74.8% | $6,419-73.1% | $4,299-59.9% |
| Participant deferral / active EE | $8,059 | $9,865-18.3% | $9,331-13.6% | $6,507+23.8% |
| Admin fee / account holder | $20,509 | $17,692+15.9% | $16,305+25.8% | $12,624+62.5% |