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 | $64,517 | $49,922+29.2% | $80,569-19.9% | $75,163-14.2% |
| Participation rate | 47.2% | 55.3%-8.1pp | 67.0%-19.8pp | 67.2%-20.0pp |
| Annual return | 20.89% | 34.69%-13.8pp | 935.43%-914.5pp | 160.62%-139.7pp |
| Employer contribution / active EE | $1,282 | $1,698-24.5% | $2,723-52.9% | $2,670-52.0% |
| Participant deferral / active EE | $2,471 | $2,990-17.4% | $4,447-44.4% | $4,125-40.1% |
| Admin fee / account holder | $1,141 | $3,577-68.1% | $5,377-78.8% | $5,651-79.8% |