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 | $75,496 | $133,922-43.6% | $116,228-35.0% | $142,382-47.0% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.6%-19.6pp | 80.1%-25.1pp |
| Annual return | 12.33% | 147.76%-135.4pp | 90.06%-77.7pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,310 | $3,446-62.0% | $2,994-56.3% | $4,299-69.5% |
| Participant deferral / active EE | $2,675 | $5,672-52.8% | $4,953-46.0% | $6,507-58.9% |
| Admin fee / account holder | $690 | $14,945-95.4% | $11,989-94.2% | $12,624-94.5% |