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 | $93,356 | $98,750-5.5% | $149,696-37.6% | $79,858+16.9% |
| Participation rate | 49.1% | 75.8%-26.7pp | 82.5%-33.4pp | 69.6%-20.6pp |
| Annual return | 14.49% | 27.43%-12.9pp | 276.60%-262.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,468 | $3,216-54.4% | $4,644-68.4% | $2,471-40.6% |
| Participant deferral / active EE | $2,610 | $5,680-54.0% | $6,842-61.8% | $3,740-30.2% |
| Admin fee / account holder | $840 | $6,053-86.1% | $9,309-91.0% | $5,306-84.2% |