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 | $31,971 | $159,602-80.0% | $150,045-78.7% | $142,382-77.5% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.3%-13.9pp | 80.1%-11.7pp |
| Annual return | 15.55% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,604 | $4,961-67.7% | $4,693-65.8% | $4,299-62.7% |
| Participant deferral / active EE | $3,230 | $8,310-61.1% | $7,997-59.6% | $6,507-50.4% |
| Admin fee / account holder | $12,093 | $14,846-18.5% | $13,435-10.0% | $12,624-4.2% |