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 | $57,482 | $202,432-71.6% | $169,368-66.1% | $139,434-58.8% |
| Participation rate | 33.3% | 81.1%-47.7pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 11.85% | 531.74%-519.9pp | 405.60%-393.8pp | 372.94%-361.1pp |
| Employer contribution / active EE | $3,347 | $4,692-28.7% | $4,013-16.6% | $4,751-29.6% |
| Participant deferral / active EE | $5,451 | $6,938-21.4% | $6,221-12.4% | $6,710-18.8% |
| Admin fee / account holder | $392 | $10,708-96.3% | $9,003-95.7% | $11,403-96.6% |