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 | $108,443 | $48,570+123.3% | $130,648-17.0% | $72,985+48.6% |
| Participation rate | 39.2% | 58.6%-19.4pp | 71.7%-32.5pp | 69.5%-30.3pp |
| Annual return | 23.70% | 38.63%-14.9pp | 1708.96%-1685.3pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,140 | $1,334-14.5% | $4,092-72.1% | $2,440-53.3% |
| Participant deferral / active EE | $2,359 | $2,384-1.0% | $3,603-34.5% | $3,607-34.6% |
| Admin fee / account holder | $726 | $3,549-79.6% | $5,464-86.7% | $5,124-85.8% |