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 | $58,973 | $107,334-45.1% | $92,893-36.5% | $152,861-61.4% |
| Participation rate | 61.1% | 79.8%-18.7pp | 76.0%-14.9pp | 82.4%-21.3pp |
| Annual return | 24.92% | 145.58%-120.7pp | 109.41%-84.5pp | 345.32%-320.4pp |
| Employer contribution / active EE | $864 | $4,221-79.5% | $3,653-76.4% | $4,762-81.9% |
| Participant deferral / active EE | $1,869 | $4,845-61.4% | $4,236-55.9% | $5,850-68.1% |
| Admin fee / account holder | $6,546 | $7,079-7.5% | $5,794+13.0% | $11,596-43.6% |