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 8-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 | $99,477 | $179,726-44.7% | $156,263-36.3% | $142,382-30.1% |
| Participation rate | 56.3% | 82.1%-25.8pp | 78.9%-22.7pp | 80.1%-23.9pp |
| Annual return | 22.27% | 77.86%-55.6pp | 59.47%-37.2pp | 217.08%-194.8pp |
| Employer contribution / active EE | $2,738 | $5,069-46.0% | $4,333-36.8% | $4,299-36.3% |
| Participant deferral / active EE | $6,605 | $6,956-5.0% | $6,158+7.3% | $6,507+1.5% |
| Admin fee / account holder | $1,193 | $17,272-93.1% | $14,255-91.6% | $12,624-90.5% |