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 | $75,150 | $121,625-38.2% | $104,607-28.2% | $158,922-52.7% |
| Participation rate | 63.6% | 77.5%-13.9pp | 74.1%-10.4pp | 82.0%-18.3pp |
| Annual return | 8.92% | 465.26%-456.3pp | 340.46%-331.5pp | 302.83%-293.9pp |
| Employer contribution / active EE | $2,009 | $3,163-36.5% | $2,681-25.1% | $4,761-57.8% |
| Participant deferral / active EE | $5,390 | $4,177+29.0% | $3,740+44.1% | $5,982-9.9% |
| Admin fee / account holder | $4,911 | $7,787-36.9% | $6,473-24.1% | $11,246-56.3% |