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 | $143,079 | $165,984-13.8% | $164,813-13.2% | $145,922-1.9% |
| Participation rate | 63.2% | 82.0%-18.8pp | 78.6%-15.4pp | 80.3%-17.1pp |
| Annual return | 18.28% | 100.03%-81.8pp | 69.93%-51.7pp | 561.29%-543.0pp |
| Employer contribution / active EE | $2,016 | $5,273-61.8% | $4,341-53.5% | $4,660-56.7% |
| Participant deferral / active EE | $2,111 | $6,959-69.7% | $6,031-65.0% | $6,688-68.4% |
| Admin fee / account holder | $3,232 | $16,648-80.6% | $12,690-74.5% | $13,397-75.9% |