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 | $88,939 | $183,519-51.5% | $155,509-42.8% | $145,922-39.0% |
| Participation rate | 45.5% | 82.7%-37.2pp | 78.2%-32.7pp | 80.3%-34.8pp |
| Annual return | 13.42% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,744 | $5,313-67.2% | $4,672-62.7% | $4,660-62.6% |
| Participant deferral / active EE | $4,214 | $6,462-34.8% | $5,626-25.1% | $6,688-37.0% |
| Admin fee / account holder | $6,009 | $19,313-68.9% | $15,912-62.2% | $13,397-55.1% |