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 | $80,585 | $99,652-19.1% | $78,778+2.3% | $147,584-45.4% |
| Participation rate | 55.6% | 76.2%-20.7pp | 69.2%-13.6pp | 82.8%-27.3pp |
| Annual return | 17.37% | 47.28%-29.9pp | 35.62%-18.2pp | 578.55%-561.2pp |
| Employer contribution / active EE | $2,209 | $2,796-21.0% | $1,986+11.2% | $4,876-54.7% |
| Participant deferral / active EE | $4,401 | $3,664+20.1% | $2,958+48.8% | $5,439-19.1% |
| Admin fee / account holder | $13,309 | $7,155+86.0% | $5,134+159.2% | $10,885+22.3% |