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 | $74,659 | $58,927+26.7% | $76,817-2.8% | $72,985+2.3% |
| Participation rate | 63.6% | 67.3%-3.7pp | 72.1%-8.4pp | 69.5%-5.8pp |
| Annual return | 28.59% | 2305.64%-2277.1pp | 1166.11%-1137.5pp | 81.00%-52.4pp |
| Employer contribution / active EE | $987 | $1,787-44.8% | $2,302-57.1% | $2,440-59.6% |
| Participant deferral / active EE | $2,633 | $2,690-2.1% | $3,336-21.1% | $3,607-27.0% |
| Admin fee / account holder | $9,704 | $4,013+141.8% | $6,420+51.1% | $5,124+89.4% |