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 7-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 | $115,872 | $175,202-33.9% | $149,673-22.6% | $139,434-16.9% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 18.52% | 166.71%-148.2pp | 134.42%-115.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,175 | $5,474-78.5% | $4,818-75.6% | $4,751-75.3% |
| Participant deferral / active EE | $9,649 | $6,519+48.0% | $5,680+69.9% | $6,710+43.8% |
| Admin fee / account holder | $423 | $16,150-97.4% | $13,210-96.8% | $11,403-96.3% |