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 | $67,237 | $86,944-22.7% | $107,525-37.5% | $74,304-9.5% |
| Participation rate | 51.5% | 59.6%-8.1pp | 75.1%-23.6pp | 60.3%-8.9pp |
| Annual return | 16.00% | 23.52%-7.5pp | 181.32%-165.3pp | 29.43%-13.4pp |
| Employer contribution / active EE | $1,501 | $2,757-45.5% | $3,754-60.0% | $2,241-33.0% |
| Participant deferral / active EE | $2,155 | $3,554-39.4% | $5,116-57.9% | $3,767-42.8% |
| Admin fee / account holder | $1,001 | $3,727-73.1% | $8,919-88.8% | $2,969-66.3% |