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 | $56,177 | $99,079-43.3% | $77,999-28.0% | $273,961-79.5% |
| Participation rate | 64.7% | 78.6%-13.9pp | 75.5%-10.8pp | 83.0%-18.3pp |
| Annual return | 6.83% | 217.93%-211.1pp | 425.96%-419.1pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,643 | $3,308-50.3% | $2,470-33.5% | $4,869-66.2% |
| Participant deferral / active EE | $3,876 | $4,306-10.0% | $3,497+10.8% | $5,287-26.7% |
| Admin fee / account holder | $1,415 | $8,954-84.2% | $5,480-74.2% | $10,132-86.0% |