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 | $70,338 | $85,202-17.4% | $172,739-59.3% | $72,985-3.6% |
| Participation rate | 40.3% | 70.1%-29.8pp | 82.6%-42.4pp | 69.5%-29.2pp |
| Annual return | 26.10% | 27.32%-1.2pp | 802.84%-776.7pp | 81.00%-54.9pp |
| Employer contribution / active EE | $832 | $3,324-75.0% | $5,143-83.8% | $2,440-65.9% |
| Participant deferral / active EE | $1,422 | $3,260-56.4% | $5,198-72.6% | $3,607-60.6% |
| Admin fee / account holder | $3,283 | $5,884-44.2% | $13,954-76.5% | $5,124-35.9% |