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 | $57,728 | $58,208-0.8% | $81,812-29.4% | $80,856-28.6% |
| Participation rate | 56.6% | 63.4%-6.8pp | 72.3%-15.8pp | 67.6%-11.1pp |
| Annual return | 11.83% | 41.66%-29.8pp | 773.79%-762.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,356 | $2,340-42.1% | $2,912-53.4% | $2,755-50.8% |
| Participant deferral / active EE | $2,071 | $3,281-36.9% | $4,319-52.0% | $4,296-51.8% |
| Admin fee / account holder | $8,007 | $4,981+60.7% | $7,386+8.4% | $6,918+15.7% |