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 | $128,900 | $201,272-36.0% | $184,203-30.0% | $145,922-11.7% |
| Participation rate | 64.3% | 87.5%-23.2pp | 86.8%-22.5pp | 80.3%-16.0pp |
| Annual return | 10.51% | 29.00%-18.5pp | 28.81%-18.3pp | 561.29%-550.8pp |
| Employer contribution / active EE | $3,339 | $7,022-52.4% | $6,427-48.0% | $4,660-28.3% |
| Participant deferral / active EE | $5,111 | $9,806-47.9% | $9,131-44.0% | $6,688-23.6% |
| Admin fee / account holder | $5,571 | $16,364-66.0% | $13,901-59.9% | $13,397-58.4% |