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 | $124,494 | $177,572-29.9% | $154,803-19.6% | $142,382-12.6% |
| Participation rate | 31.8% | 82.1%-50.2pp | 78.1%-46.3pp | 80.1%-48.3pp |
| Annual return | 13.33% | 65.07%-51.7pp | 58.88%-45.6pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,027 | $4,810-78.7% | $4,305-76.2% | $4,299-76.1% |
| Participant deferral / active EE | $2,696 | $6,272-57.0% | $5,540-51.3% | $6,507-58.6% |
| Admin fee / account holder | $882 | $16,786-94.7% | $14,329-93.8% | $12,624-93.0% |