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 | $58,548 | $175,202-66.6% | $149,673-60.9% | $139,434-58.0% |
| Participation rate | 37.5% | 83.4%-45.9pp | 78.8%-41.3pp | 80.3%-42.8pp |
| Annual return | 18.07% | 166.71%-148.6pp | 134.42%-116.3pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,773 | $5,474-67.6% | $4,818-63.2% | $4,751-62.7% |
| Participant deferral / active EE | $2,402 | $6,519-63.2% | $5,680-57.7% | $6,710-64.2% |
| Admin fee / account holder | $5,602 | $16,150-65.3% | $13,210-57.6% | $11,403-50.9% |