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 9-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 | $87,083 | $118,849-26.7% | $96,562-9.8% | $167,490-48.0% |
| Participation rate | 57.1% | 75.5%-18.3pp | 69.8%-12.7pp | 82.1%-25.0pp |
| Annual return | 16.06% | 50.49%-34.4pp | 37.78%-21.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,810 | $3,120-9.9% | $2,356+19.2% | $4,837-41.9% |
| Participant deferral / active EE | $5,844 | $4,616+26.6% | $3,849+51.8% | $6,341-7.8% |
| Admin fee / account holder | $1,842 | $8,065-77.2% | $6,181-70.2% | $12,309-85.0% |