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 | $64,217 | $133,922-52.0% | $116,228-44.7% | $142,382-54.9% |
| Participation rate | 40.9% | 77.9%-37.0pp | 74.6%-33.6pp | 80.1%-39.2pp |
| Annual return | 16.19% | 147.76%-131.6pp | 90.06%-73.9pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,331 | $3,446-61.4% | $2,994-55.5% | $4,299-69.0% |
| Participant deferral / active EE | $3,771 | $5,672-33.5% | $4,953-23.9% | $6,507-42.1% |
| Admin fee / account holder | $1,543 | $14,945-89.7% | $11,989-87.1% | $12,624-87.8% |