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 | $76,862 | $81,208-5.4% | $98,907-22.3% | $79,858-3.8% |
| Participation rate | 66.7% | 72.5%-5.8pp | 76.0%-9.4pp | 69.6%-3.0pp |
| Annual return | 13.70% | 60.99%-47.3pp | 196.43%-182.7pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,135 | $1,960-42.1% | $2,689-57.8% | $2,471-54.1% |
| Participant deferral / active EE | $2,273 | $3,265-30.4% | $4,244-46.4% | $3,740-39.2% |
| Admin fee / account holder | $6,948 | $6,013+15.6% | $6,642+4.6% | $5,306+30.9% |